Diversified’s Intuitive Surgical ISRG Stock Holding History

Diversified’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	$399K	Buy	813 +15	+2%	+$6.98K	0.04%	142
2024 Q2	$355K	Buy	798 +103	+15%	+$41K	0.04%	153
2024 Q1	$277K	Buy	695 +42	+6%	+$15.9K	0.04%	130
2023 Q4	$220K	Sell	653 -315	-33%	-$93.9K	0.05%	141
2023 Q3	$283K	Hold	968	–	–	0.07%	108
2023 Q2	$331K	Sell	968 -6	-0.6%	-$1.81K	0.08%	99
2023 Q1	$249K	Sell	974 -10	-1%	-$2.46K	0.09%	121
2022 Q4	$261K	Buy	+984	New	+$240K	0.1%	120
2022 Q2	–	Sell	-957	Closed	-$289K	–	109
2022 Q1	$289K	Buy	957 +12	+1%	+$3.51K	0.12%	91
2021 Q4	$340K	Hold	945	–	–	0.14%	83
2021 Q3	$313K	Hold	945	–	–	0.17%	78
2021 Q2	$290K	Hold	945	–	–	0.16%	80
2021 Q1	$233K	Hold	945	–	–	0.18%	91
2020 Q4	$224K	Buy	+945	New	+$235K	0.19%	79

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

Diversified's ISRG Position: Q3 2024 in Review

Diversified increased its Intuitive Surgical (ISRG) stake by 1.9% in Q3 2024, buying an estimated $6.98K and bringing the position to 813 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #142.

Diversified first reported a position in ISRG in Q4 2020 and has held it in 14 quarters since. 1,952 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Diversified held 813 shares of Intuitive Surgical worth $399K as of Q3 2024.
Diversified bought 15 Intuitive Surgical shares in Q3 2024, an estimated $6.98K.
Intuitive Surgical made up 0.04% of Diversified's portfolio in Q3 2024, its #142 holding.
Diversified first reported a position in Intuitive Surgical in Q4 2020 and has held it in 14 quarters since.
1,952 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.