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Cetera Advisors’s Intuitive Surgical ISRG Stock Holding History

Cetera Advisors’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
2023
Q3 		– Sell
-1,300
Closed -$9.66K – 1750
2023
Q2 		$9.66K Buy
+1,300
New +$393K ﹤0.01% 1647
2022
Q1 		– Sell
-800
Closed -$1K – 1470
2021
Q4 		$1K Buy
+800
New +$275K ﹤0.01% 1433

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Advisors's ISRG Position: Q1 2024 in Review

Cetera Advisors increased its Intuitive Surgical (ISRG) stake by 152% in Q1 2024, buying an estimated $4.11M and bringing the position to 18,037 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #342.

Cetera Advisors first reported a position in ISRG in Q2 2013 and has held it in 34 quarters since. 1,745 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Cetera Advisors held 18,037 shares of Intuitive Surgical worth $7.2M as of Q1 2024.
  • Cetera Advisors bought 10,885 Intuitive Surgical shares in Q1 2024, an estimated $4.11M.
  • Intuitive Surgical made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #342 holding.
  • Cetera Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 34 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

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