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First Trust Investment Solutions’s Intuitive Surgical ISRG Stock Holding History

First Trust Investment Solutions’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 		$327K Buy
665
+91
+16% +$42.4K 0.04% 223
2024
Q2 		$255K Sell
574
-128
-18% -$51K 0.04% 225
2024
Q1 		$280K Buy
702
+20
+3% +$7.56K 0.05% 202
2023
Q4 		$230K Buy
+682
New +$203K 0.05% 213

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

First Trust Investment Solutions's ISRG Position: Q3 2024 in Review

First Trust Investment Solutions increased its Intuitive Surgical (ISRG) stake by 16% in Q3 2024, buying an estimated $42.4K and bringing the position to 665 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #223.

First Trust Investment Solutions first reported a position in ISRG in Q4 2023 and has held it in 4 quarters since. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • First Trust Investment Solutions held 665 shares of Intuitive Surgical worth $327K as of Q3 2024.
  • First Trust Investment Solutions bought 91 Intuitive Surgical shares in Q3 2024, an estimated $42.4K.
  • Intuitive Surgical made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #223 holding.
  • First Trust Investment Solutions first reported a position in Intuitive Surgical in Q4 2023 and has held it in 4 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.