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Clear Rock Advisors’s Intuitive Surgical ISRG Stock Holding History

Clear Rock 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
Q2 		$216K Buy
+486
New +$194K 0.09% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Rock Advisors's ISRG Position: Q2 2024 in Review

Clear Rock Advisors opened a new position in Intuitive Surgical (ISRG) in Q2 2024: 486 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #70 among its holdings.

1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • Clear Rock Advisors held 486 shares of Intuitive Surgical worth $216K as of Q2 2024.
  • Intuitive Surgical was a new Clear Rock Advisors position in Q2 2024.
  • Intuitive Surgical made up 0.09% of Clear Rock Advisors's portfolio in Q2 2024, its #70 holding.
  • 1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.