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Edgestream Partners’s Intuitive Surgical ISRG Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-3,971
Closed -$1.34M – 915
2023
Q4 		$1.34M Buy
+3,971
New +$1.18M 0.1% 356
2018
Q1 		– Sell
-2,154
Closed -$262K – 255
2017
Q4 		$262K Sell
2,154
-8,088
-79% -$1.01M 0.31% 74
2017
Q3 		$1.19M Buy
10,242
+5,715
+126% +$623K 0.63% 36
2017
Q2 		$470K Buy
+4,527
New +$435K 0.18% 86

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgestream Partners's ISRG Position: Q1 2024 in Review

Edgestream Partners sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 3,971 shares — an estimated $1.34M sold.

Edgestream Partners first reported a position in ISRG in Q2 2017 and held it in 4 quarters. The position peaked at $1.34M in Q4 2023. 1,745 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Edgestream Partners reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Edgestream Partners sold 3,971 Intuitive Surgical shares in Q1 2024, an estimated $1.34M.
  • Edgestream Partners first reported a position in Intuitive Surgical in Q2 2017 and held it in 4 quarters.
  • Edgestream Partners's Intuitive Surgical position peaked at $1.34M in Q4 2023.
  • 1,745 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Edgestream Partners's 13F filing for Q1 2024, filed 10 May 2024.