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DFPG Investments’s Intuitive Surgical ISRG Stock Holding History

DFPG Investments’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
2023
Q4 		$2.16M Buy
6,694
+448
+7% +$134K 0.17% 136
2023
Q3 		$1.7M Buy
6,246
+2,522
+68% +$788K 0.16% 147
2023
Q2 		$1.3M Buy
3,724
+1,323
+55% +$400K 0.12% 179
2023
Q1 		$613K Buy
2,401
+1,555
+184% +$383K 0.07% 296
2022
Q4 		$220K Buy
+846
New +$206K 0.04% 409

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DFPG Investments's ISRG Position: Q4 2023 in Review

DFPG Investments increased its Intuitive Surgical (ISRG) stake by 7.2% in Q4 2023, buying an estimated $134K and bringing the position to 6,694 shares worth $2.16M. The position accounts for 0.17% of the portfolio, ranked #136.

DFPG Investments first reported a position in ISRG in Q4 2022 and has held it in 5 quarters since. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • DFPG Investments held 6,694 shares of Intuitive Surgical worth $2.16M as of Q4 2023.
  • DFPG Investments bought 448 Intuitive Surgical shares in Q4 2023, an estimated $134K.
  • Intuitive Surgical made up 0.17% of DFPG Investments's portfolio in Q4 2023, its #136 holding.
  • DFPG Investments first reported a position in Intuitive Surgical in Q4 2022 and has held it in 5 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.