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Criterion Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Criterion Capital 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 		$15.6K Hold
35
– – 0.01% 214
2024
Q3 		$15.6K Hold
35
– – 0.01% 214
2024
Q2 		$15.6K Hold
35
– – 0.01% 214
2024
Q1 		$14K Sell
35
-90
-72% -$34K 0.01% 229
2023
Q4 		$42.2K Buy
+125
New +$37.3K 0.03% 151

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

Criterion Capital Advisors's ISRG Position: Q4 2024 in Review

Criterion Capital Advisors held its Intuitive Surgical (ISRG) position steady in Q4 2024 at 35 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #214.

Criterion Capital Advisors first reported a position in ISRG in Q4 2023 and has held it in 5 quarters since. The position peaked at $42.2K in Q4 2023. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Criterion Capital Advisors held 35 shares of Intuitive Surgical worth $15.6K as of Q4 2024.
  • Criterion Capital Advisors left its Intuitive Surgical share count unchanged in Q4 2024.
  • Intuitive Surgical made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #214 holding.
  • Criterion Capital Advisors first reported a position in Intuitive Surgical in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Intuitive Surgical position peaked at $42.2K in Q4 2023.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.