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Castle Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Castle 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
2022
Q4 		– Sell
-78
Closed -$15K – 360
2022
Q3 		$15K Sell
78
-266
-77% -$57.1K 0.01% 368
2022
Q2 		$69K Buy
+344
New +$80.7K 0.04% 180

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Castle Wealth Management's ISRG Position: Q4 2022 in Review

Castle Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 78 shares — an estimated $15K sold.

Castle Wealth Management first reported a position in ISRG in Q2 2022 and held it in 2 quarters. The position peaked at $69K in Q2 2022. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Castle Wealth Management reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 78 Intuitive Surgical shares in Q4 2022, an estimated $15K.
  • Castle Wealth Management first reported a position in Intuitive Surgical in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Intuitive Surgical position peaked at $69K in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.