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Counterpoint Mutual Funds’s Intuitive Surgical ISRG Stock Holding History

Counterpoint Mutual Funds’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
-408
Closed -$200K – 348
2024
Q3 		$200K Buy
+408
New +$190K 0.04% 285

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Counterpoint Mutual Funds's ISRG Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 408 shares — an estimated $200K sold.

Counterpoint Mutual Funds first reported a position in ISRG in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Counterpoint Mutual Funds reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 408 Intuitive Surgical shares in Q4 2024, an estimated $200K.
  • Counterpoint Mutual Funds first reported a position in Intuitive Surgical in Q3 2024 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Intuitive Surgical position peaked at $200K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.