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Connectus Wealth’s Intuitive Surgical ISRG Stock Holding History

Connectus Wealth’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 		– Sell
-1,445
Closed -$488K – 432
2023
Q4 		$488K Sell
1,445
-447
-24% -$133K 0.01% 405
2023
Q3 		$553K Sell
1,892
-11
-0.6% -$3.44K 0.01% 382
2023
Q2 		$651K Sell
1,903
-62
-3% -$18.8K 0.02% 323
2023
Q1 		$502K Buy
1,965
+26
+1% +$6.41K 0.01% 342
2022
Q4 		$515K Sell
1,939
-18
-0.9% -$4.39K 0.01% 338
2022
Q3 		$367K Hold
1,957
– – 0.01% 433
2022
Q2 		$393K Sell
1,957
-7
-0.4% -$1.64K 0.01% 363
2022
Q1 		$706K Sell
1,964
-3
-0.2% -$876 0.02% 281
2021
Q4 		$707K Buy
+1,967
New +$677K 0.03% 245

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

Connectus Wealth's ISRG Position: Q1 2024 in Review

Connectus Wealth sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1,445 shares — an estimated $488K sold.

Connectus Wealth first reported a position in ISRG in Q4 2021 and held it in 9 quarters. The position peaked at $707K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Connectus Wealth reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 1,445 Intuitive Surgical shares in Q1 2024, an estimated $488K.
  • Connectus Wealth first reported a position in Intuitive Surgical in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Intuitive Surgical position peaked at $707K in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.