Girard Partners’s Intuitive Surgical ISRG Stock Holding History

Girard Partners’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	$3.5M	Sell	7,868 -52	-0.7%	-$20.7K	0.33%	65
2024 Q1	$3.16M	Sell	7,920 -295	-4%	-$111K	0.3%	72
2023 Q4	$2.77M	Sell	8,215 -147	-2%	-$43.8K	0.28%	75
2023 Q3	$2.44M	Buy	8,362 +426	+5%	+$133K	0.28%	76
2023 Q2	$2.71M	Buy	7,936 +980	+14%	+$297K	0.29%	75
2023 Q1	$1.78M	Buy	6,956 +439	+7%	+$108K	0.2%	100
2022 Q4	$1.73M	Buy	6,517 +665	+11%	+$162K	0.2%	111
2022 Q3	$1.1M	Buy	+5,852	New	+$1.26M	0.15%	119
2019 Q2	–	Sell	-1,266	Closed	-$240K	–	237
2019 Q1	$240K	Hold	1,266	–	–	0.04%	220
2018 Q4	$202K	Hold	1,266	–	–	0.04%	229
2018 Q3	$242K	Buy	1,266 +15	+1%	+$2.66K	0.04%	223
2018 Q2	$200K	Buy	+1,251	New	+$191K	0.04%	253

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Girard Partners's ISRG Position: Q2 2024 in Review

Girard Partners reduced its Intuitive Surgical (ISRG) stake by 0.66% in Q2 2024, selling an estimated $20.7K and leaving 7,868 shares worth $3.5M. The position accounts for 0.33% of the portfolio, ranked #65.

Girard Partners first reported a position in ISRG in Q2 2018 and has held it in 12 quarters since. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

Girard Partners held 7,868 shares of Intuitive Surgical worth $3.5M as of Q2 2024.
Girard Partners sold 52 Intuitive Surgical shares in Q2 2024, an estimated $20.7K.
Intuitive Surgical made up 0.33% of Girard Partners's portfolio in Q2 2024, its #65 holding.
Girard Partners first reported a position in Intuitive Surgical in Q2 2018 and has held it in 12 quarters since.
1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.