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Cetera Advisor Networks’s Intuitive Surgical ISRG Stock Holding History

Cetera Advisor Networks’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
Q1 		$14.3M Buy
35,853
+568
+2% +$215K 0.07% 289
2023
Q4 		$11.9M Buy
35,285
+6,517
+23% +$1.94M 0.07% 309
2023
Q3 		$8.41M Buy
28,768
+3,490
+14% +$1.09M 0.05% 357
2023
Q2 		$8.64M Sell
25,278
-679
-3% -$205K 0.06% 325
2023
Q1 		$6.63M Buy
25,957
+1,123
+5% +$277K 0.05% 381
2022
Q4 		$6.59M Buy
24,834
+15,333
+161% +$3.74M 0.05% 364
2022
Q3 		$1.78M Sell
9,501
-1,154
-11% -$248K 0.02% 637
2022
Q2 		$2.14M Buy
10,655
+1,020
+11% +$239K 0.03% 569
2022
Q1 		$2.91M Sell
9,635
-584
-6% -$171K 0.04% 489
2021
Q4 		$3.67M Buy
10,219
+421
+4% +$145K 0.05% 390
2021
Q3 		$3.25M Buy
9,798
+1,338
+16% +$449K 0.04% 388
2021
Q2 		$2.59M Buy
8,460
+2,133
+34% +$598K 0.04% 448
2021
Q1 		$1.56M Buy
6,327
+1,740
+38% +$438K 0.03% 434
2020
Q4 		$1.25M Buy
4,587
+48
+1% +$11.9K 0.03% 460
2020
Q3 		$1.07M Sell
4,539
-333
-7% -$74.8K 0.03% 460
2020
Q2 		$925K Buy
4,872
+210
+5% +$37.6K 0.02% 492
2020
Q1 		$770K Buy
4,662
+840
+22% +$154K 0.03% 478
2019
Q4 		$753K Sell
3,822
-3
-0.1% -$562 0.02% 592
2019
Q3 		$690K Buy
3,825
+123
+3% +$21.3K 0.02% 590
2019
Q2 		$644K Buy
3,702
+327
+10% +$56K 0.02% 602
2019
Q1 		$643K Buy
3,375
+417
+14% +$74.1K 0.02% 583
2018
Q4 		$474K Sell
2,958
-297
-9% -$50.3K 0.02% 595
2018
Q3 		$623K Buy
3,255
+1,545
+90% +$274K 0.02% 564
2018
Q2 		$272K Buy
+1,710
New +$261K 0.01% 674
2017
Q3 		– Sell
-2,115
Closed -$219K – 929
2017
Q2 		$219K Buy
+2,115
New +$203K 0.01% 812
2016
Q4 		– Sell
-2,997
Closed -$241K – 935
2016
Q3 		$241K Buy
+2,997
New +$229K 0.01% 857
2016
Q2 		– Sell
-3,375
Closed -$225K – 849
2016
Q1 		$225K Buy
+3,375
New +$209K 0.01% 714

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisor Networks's ISRG Position: Q1 2024 in Review

Cetera Advisor Networks increased its Intuitive Surgical (ISRG) stake by 1.6% in Q1 2024, buying an estimated $215K and bringing the position to 35,853 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #289.

Cetera Advisor Networks first reported a position in ISRG in Q1 2016 and has held it in 27 quarters since. 1,743 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Cetera Advisor Networks held 35,853 shares of Intuitive Surgical worth $14.3M as of Q1 2024.
  • Cetera Advisor Networks bought 568 Intuitive Surgical shares in Q1 2024, an estimated $215K.
  • Intuitive Surgical made up 0.07% of Cetera Advisor Networks's portfolio in Q1 2024, its #289 holding.
  • Cetera Advisor Networks first reported a position in Intuitive Surgical in Q1 2016 and has held it in 27 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.