Disciplined Investments’s Intuitive Surgical ISRG Stock Holding History

Disciplined 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 Q3	–	Sell	-9	Closed	-$3.08K	–	810
2023 Q2	$3.08K	Hold	9	–	–	﹤0.01%	517
2023 Q1	$2.3K	Hold	9	–	–	﹤0.01%	613
2022 Q4	$2.39K	Sell	9 -78	-90%	-$19K	﹤0.01%	567
2022 Q3	$16K	Buy	87 +6	+7%	+$1.29K	0.01%	330
2022 Q2	$16K	Buy	81 +17	+27%	+$3.99K	0.01%	343
2022 Q1	$19K	Buy	64 +8	+14%	+$2.34K	0.01%	334
2021 Q4	$20K	Buy	+56	New	+$19.3K	0.01%	309
2020 Q4	–	Sell	-9	Closed	-$2K	–	358
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	347
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	356
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	397
2019 Q4	$2K	Buy	+9	New	+$1.69K	﹤0.01%	387

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Disciplined Investments's ISRG Position: Q3 2023 in Review

Disciplined Investments sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 9 shares — an estimated $3.08K sold.

Disciplined Investments first reported a position in ISRG in Q4 2019 and held it in 11 quarters. The position peaked at $20K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Disciplined Investments reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 9 Intuitive Surgical shares in Q3 2023, an estimated $3.08K.
Disciplined Investments first reported a position in Intuitive Surgical in Q4 2019 and held it in 11 quarters.
Disciplined Investments's Intuitive Surgical position peaked at $20K in Q4 2021.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.