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CAAS Capital Management’s Intuitive Surgical ISRG Stock Holding History

CAAS Capital Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$941K Buy
1,900
+800
+73% +$442K 0.1% 190
2024
Q4 		$574K Sell
1,100
-3,000
-73% -$1.56M 0.1% 154
2024
Q3 		$2.01M Buy
+4,100
New +$1.91M 0.24% 100
2024
Q2 		– Sell
-9,800
Closed -$3.91M – 370
2024
Q1 		$3.91M Sell
9,800
-6,100
-38% -$2.3M 0.29% 96
2023
Q4 		$5.36M Buy
15,900
+4,100
+35% +$1.22M 0.57% 51
2023
Q3 		$3.45M Sell
11,800
-1,100
-9% -$344K 0.22% 118
2023
Q2 		$4.41M Buy
12,900
+4,400
+52% +$1.33M 0.29% 95
2023
Q1 		$2.17M Buy
8,500
+1,300
+18% +$320K 0.12% 192
2022
Q4 		$1.91M Sell
7,200
-15,100
-68% -$3.68M 0.12% 202
2022
Q3 		$4.18M Buy
+22,300
New +$4.79M 0.2% 153
2022
Q2 		– Sell
-7,400
Closed -$2.23M – 962
2022
Q1 		$2.23M Sell
7,400
-25,600
-78% -$7.48M 0.09% 211
2021
Q4 		$11.9M Buy
33,000
+30,000
+1,000% +$10.3M 0.29% 91
2021
Q3 		$331K Hold
3,000
– – 0.01% 684
2021
Q2 		$920K Hold
3,000
– – 0.02% 600
2021
Q1 		$739K Buy
+3,000
New +$755K 0.01% 854

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAAS Capital Management's ISRG Position: Q4 2024 in Review

CAAS Capital Management sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 300 shares — an estimated $156K sold.

CAAS Capital Management first reported a position in ISRG in Q1 2021 and held it in 7 quarters. The position peaked at $2.64M in Q3 2022. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • CAAS Capital Management reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • CAAS Capital Management sold 300 Intuitive Surgical shares in Q4 2024, an estimated $156K.
  • CAAS Capital Management first reported a position in Intuitive Surgical in Q1 2021 and held it in 7 quarters.
  • CAAS Capital Management's Intuitive Surgical position peaked at $2.64M in Q3 2022.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on CAAS Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.