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Financial Insights’s Intuitive Surgical ISRG Stock Holding History

Financial Insights’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 		– Sell
-807
Closed -$359K – 157
2024
Q2 		$359K Hold
807
– – 0.1% 122
2024
Q1 		$322K Hold
807
– – 0.09% 132
2023
Q4 		$272K Hold
807
– – 0.09% 139
2023
Q3 		$212K Hold
807
– – 0.08% 143
2023
Q2 		$276K Hold
807
– – 0.1% 139
2023
Q1 		$206K Hold
807
– – 0.08% 157
2022
Q4 		$214K Buy
+807
New +$197K 0.1% 139

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

Financial Insights's ISRG Position: Q3 2024 in Review

Financial Insights sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 807 shares — an estimated $359K sold.

Financial Insights first reported a position in ISRG in Q4 2022 and held it in 7 quarters. The position peaked at $359K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Financial Insights reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Financial Insights sold 807 Intuitive Surgical shares in Q3 2024, an estimated $359K.
  • Financial Insights first reported a position in Intuitive Surgical in Q4 2022 and held it in 7 quarters.
  • Financial Insights's Intuitive Surgical position peaked at $359K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Financial Insights's 13F filing for Q3 2024, filed 22 Oct 2024.