Encompass Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Encompass Wealth Advisors’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	–	Sell	-1,035	Closed	-$508K	–	115
2024 Q3	$508K	Hold	1,035	–	–	0.13%	142
2024 Q2	$461K	Hold	1,035	–	–	0.12%	144
2024 Q1	$413K	Hold	1,035	–	–	0.11%	161
2023 Q4	$349K	Hold	1,035	–	–	0.1%	153
2023 Q3	$303K	Hold	1,035	–	–	0.1%	157
2023 Q2	$354K	Hold	1,035	–	–	0.12%	151
2023 Q1	$264K	Hold	1,035	–	–	0.09%	168
2022 Q4	$275K	Buy	+1,035	New	+$252K	0.1%	160
2022 Q3	–	Sell	-1,125	Closed	-$226K	–	240
2022 Q2	$226K	Hold	1,125	–	–	0.08%	182
2022 Q1	$339K	Buy	1,125 +36	+3%	+$10.5K	0.09%	161
2021 Q4	$391K	Hold	1,089	–	–	0.1%	155
2021 Q3	$360K	Hold	1,089	–	–	0.09%	154
2021 Q2	$333K	Hold	1,089	–	–	0.08%	174
2021 Q1	$308K	Hold	1,089	–	–	0.08%	180
2020 Q4	$297K	Buy	+1,089	New	+$270K	0.17%	83

Other funds holding ISRG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Encompass Wealth Advisors's ISRG Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 1,035 shares — an estimated $508K sold.

Encompass Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 15 quarters. The position peaked at $508K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Encompass Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 1,035 Intuitive Surgical shares in Q4 2024, an estimated $508K.
Encompass Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 15 quarters.
Encompass Wealth Advisors's Intuitive Surgical position peaked at $508K in Q3 2024.
2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.