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Edge Capital Group’s Intuitive Surgical ISRG Stock Holding History

Edge Capital Group’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 		$399K Buy
765
+65
+9% +$33.9K 0.02% 231
2024
Q3 		$344K Sell
700
-44
-6% -$20.5K 0.02% 251
2024
Q2 		$331K Buy
744
+44
+6% +$17.5K 0.02% 252
2024
Q1 		$279K Hold
700
– – 0.01% 270
2023
Q4 		$236K Sell
700
-149
-18% -$44.4K 0.01% 280
2023
Q3 		$248K Sell
849
-37
-4% -$11.6K 0.02% 255
2023
Q2 		$303K Sell
886
-14
-2% -$4.24K 0.02% 260
2023
Q1 		$230K Sell
900
-1,602
-64% -$395K 0.01% 286
2022
Q4 		$664K Buy
2,502
+1,589
+174% +$387K 0.05% 168
2022
Q3 		$171K Buy
913
+27
+3% +$5.8K 0.01% 282
2022
Q2 		$178K Sell
886
-32
-3% -$7.51K 0.02% 277
2022
Q1 		$277K Buy
918
+164
+22% +$47.9K 0.02% 257
2021
Q4 		$271K Buy
+754
New +$259K 0.02% 243

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

Edge Capital Group's ISRG Position: Q4 2024 in Review

Edge Capital Group increased its Intuitive Surgical (ISRG) stake by 9.3% in Q4 2024, buying an estimated $33.9K and bringing the position to 765 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #231.

Edge Capital Group first reported a position in ISRG in Q4 2021 and has held it in 13 quarters since. The position peaked at $664K in Q4 2022. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Edge Capital Group held 765 shares of Intuitive Surgical worth $399K as of Q4 2024.
  • Edge Capital Group bought 65 Intuitive Surgical shares in Q4 2024, an estimated $33.9K.
  • Intuitive Surgical made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #231 holding.
  • Edge Capital Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 13 quarters since.
  • Edge Capital Group's Intuitive Surgical position peaked at $664K in Q4 2022.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.