Deroy & Devereaux Private Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 Q3	–	Sell	-500	Closed	-$222K	–	176
2024 Q2	$222K	Sell	500 -250	-33%	-$99.6K	0.01%	160
2024 Q1	$299K	Sell	750 -250	-25%	-$94.5K	0.02%	153
2023 Q4	$337K	Sell	1,000 -1,072	-52%	-$320K	0.02%	149
2023 Q3	$606K	Hold	2,072	–	–	0.04%	116
2023 Q2	$708K	Buy	+2,072	New	+$627K	0.05%	112

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Deroy & Devereaux Private Investment Counsel's ISRG Position: Q3 2024 in Review

Deroy & Devereaux Private Investment Counsel sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 500 shares — an estimated $222K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in ISRG in Q2 2023 and held it in 5 quarters. The position peaked at $708K in Q2 2023. 1,952 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Deroy & Devereaux Private Investment Counsel reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
Deroy & Devereaux Private Investment Counsel sold 500 Intuitive Surgical shares in Q3 2024, an estimated $222K.
Deroy & Devereaux Private Investment Counsel first reported a position in Intuitive Surgical in Q2 2023 and held it in 5 quarters.
Deroy & Devereaux Private Investment Counsel's Intuitive Surgical position peaked at $708K in Q2 2023.
1,952 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q3 2024, filed 28 Oct 2024.