Cassady Schiller Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$803K	Buy	1,539 +24	+2%	+$12.5K	0.29%	52
2024 Q3	$744K	Hold	1,515	–	–	0.27%	53
2024 Q2	$674K	Hold	1,515	–	–	0.27%	56
2024 Q1	$605K	Buy	1,515 +9	+0.6%	+$3.4K	0.27%	56
2023 Q4	$508K	Sell	1,506 -64	-4%	-$19.1K	0.25%	61
2023 Q3	$459K	Buy	1,570 +64	+4%	+$20K	0.25%	62
2023 Q2	$515K	Buy	1,506 +12	+0.8%	+$3.63K	0.28%	55
2023 Q1	$382K	Hold	1,494	–	–	0.18%	73
2022 Q4	$396K	Sell	1,494 -84	-5%	-$20.5K	0.24%	71
2022 Q3	$296K	Buy	1,578 +76	+5%	+$16.3K	0.17%	83
2022 Q2	$301K	Buy	1,502 +1	+0.1%	+$235	0.16%	74
2022 Q1	$453K	Buy	1,501 +451	+43%	+$132K	0.22%	67
2021 Q4	$377K	Buy	+1,050	New	+$361K	0.23%	65

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cassady Schiller Wealth Management's ISRG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.6% in Q4 2024, buying an estimated $12.5K and bringing the position to 1,539 shares worth $803K. The position accounts for 0.29% of the portfolio, ranked #52.

Cassady Schiller Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 13 quarters since. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Cassady Schiller Wealth Management held 1,539 shares of Intuitive Surgical worth $803K as of Q4 2024.
Cassady Schiller Wealth Management bought 24 Intuitive Surgical shares in Q4 2024, an estimated $12.5K.
Intuitive Surgical made up 0.29% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #52 holding.
Cassady Schiller Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 13 quarters since.
2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.