Credential Qtrade Securities’s Intuitive Surgical ISRG Stock Holding History

Credential Qtrade Securities’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	$622K	Sell	1,558 -97	-6%	-$36.7K	0.03%	188
2023 Q4	$558K	Sell	1,655 -72	-4%	-$21.5K	0.03%	175
2023 Q3	$505K	Buy	1,727 +24	+1%	+$7.5K	0.03%	175
2023 Q2	$582K	Sell	1,703 -59	-3%	-$17.9K	0.04%	176
2023 Q1	$450K	Buy	1,762 +112	+7%	+$27.6K	0.03%	192
2022 Q4	$438K	Sell	1,650 -25	-1%	-$6.1K	0.03%	191
2022 Q3	$314K	Buy	1,675 +1,070	+177%	+$230K	0.02%	193
2022 Q2	$121K	Buy	605 +58	+11%	+$13.6K	0.01%	246
2022 Q1	$165K	Buy	547 +32	+6%	+$9.35K	0.01%	253
2021 Q4	$185K	Buy	+515	New	+$177K	0.01%	252

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Credential Qtrade Securities's ISRG Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Intuitive Surgical (ISRG) stake by 5.9% in Q1 2024, selling an estimated $36.7K and leaving 1,558 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #188.

Credential Qtrade Securities first reported a position in ISRG in Q4 2021 and has held it in 10 quarters since. 1,745 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Credential Qtrade Securities held 1,558 shares of Intuitive Surgical worth $622K as of Q1 2024.
Credential Qtrade Securities sold 97 Intuitive Surgical shares in Q1 2024, an estimated $36.7K.
Intuitive Surgical made up 0.03% of Credential Qtrade Securities's portfolio in Q1 2024, its #188 holding.
Credential Qtrade Securities first reported a position in Intuitive Surgical in Q4 2021 and has held it in 10 quarters since.
1,745 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.