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Fernwood Investment Management’s Intuitive Surgical ISRG Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-21
Closed -$8.38K – 434
2024
Q1 		$8.38K Buy
+21
New +$7.93K ﹤0.01% 594

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's ISRG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Intuitive Surgical (ISRG) in Q2 2024, closing a stake of 21 shares — an estimated $8.38K sold.

Fernwood Investment Management first reported a position in ISRG in Q1 2024 and held it in 1 quarter. The position peaked at $8.38K in Q1 2024. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Intuitive Surgical position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 21 Intuitive Surgical shares in Q2 2024, an estimated $8.38K.
  • Fernwood Investment Management first reported a position in Intuitive Surgical in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Intuitive Surgical position peaked at $8.38K in Q1 2024.
  • 1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.