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Geller Advisors’s Intuitive Surgical ISRG Stock Holding History

Geller 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 		$1.32M Sell
2,527
-1
-0% -$521 0.09% 55
2024
Q3 		$1.24M Sell
2,528
-1,046
-29% -$487K 0.09% 62
2024
Q2 		$1.59M Buy
3,574
+28
+0.8% +$11.2K 0.12% 48
2024
Q1 		$1.42M Buy
3,546
+65
+2% +$24.6K 0.11% 48
2023
Q4 		$1.17M Sell
3,481
-7
-0.2% -$2.09K 0.11% 55
2023
Q3 		$1.02M Sell
3,488
-116
-3% -$36.2K 0.12% 54
2023
Q2 		$1.23M Buy
3,604
+2,349
+187% +$711K 0.15% 40
2023
Q1 		$321K Buy
1,255
+125
+11% +$30.8K 0.05% 114
2022
Q4 		$300K Buy
1,130
+13
+1% +$3.17K 0.05% 95
2022
Q3 		$209K Buy
+1,117
New +$240K 0.05% 122
2022
Q2 		– Sell
-972
Closed -$293K – 155
2022
Q1 		$293K Sell
972
-40
-4% -$11.7K 0.05% 111
2021
Q4 		$364K Buy
1,012
+1
+0.1% +$344 0.07% 95
2021
Q3 		$335K Sell
1,011
-54
-5% -$18.1K 0.07% 92
2021
Q2 		$326K Buy
1,065
+18
+2% +$5.05K 0.07% 84
2021
Q1 		$258K Buy
1,047
+246
+31% +$61.9K 0.06% 94
2020
Q4 		$258K Buy
+801
New +$199K 0.06% 87

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

Geller Advisors's ISRG Position: Q4 2024 in Review

Geller Advisors reduced its Intuitive Surgical (ISRG) stake by 0.04% in Q4 2024, selling an estimated $521 and leaving 2,527 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #55.

Geller Advisors first reported a position in ISRG in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.59M in Q2 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Geller Advisors held 2,527 shares of Intuitive Surgical worth $1.32M as of Q4 2024.
  • Geller Advisors sold 1 Intuitive Surgical share in Q4 2024, an estimated $521.
  • Intuitive Surgical made up 0.09% of Geller Advisors's portfolio in Q4 2024, its #55 holding.
  • Geller Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 16 quarters since.
  • Geller Advisors's Intuitive Surgical position peaked at $1.59M in Q2 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.