Claris Advisors’s Intuitive Surgical ISRG Stock Holding History

Claris 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
2024 Q4	–	Sell	-9	Closed	-$4.42K	–	593
2024 Q3	$4.42K	Buy	+9	New	+$4.19K	﹤0.01%	279

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

Claris Advisors's ISRG Position: Q4 2024 in Review

Claris Advisors sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 9 shares — an estimated $4.42K sold.

Claris Advisors first reported a position in ISRG in Q3 2024 and held it in 1 quarter. The position peaked at $4.42K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Claris Advisors reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Intuitive Surgical shares in Q4 2024, an estimated $4.42K.
Claris Advisors first reported a position in Intuitive Surgical in Q3 2024 and held it in 1 quarter.
Claris Advisors's Intuitive Surgical position peaked at $4.42K in Q3 2024.
2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.