Goodman Financial’s Intuitive Surgical ISRG Stock Holding History

Goodman Financial’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
2023 Q2	–	Sell	-930	Closed	-$238K	–	48
2023 Q1	$238K	Buy	+930	New	+$229K	0.07%	44

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Goodman Financial's ISRG Position: Q2 2023 in Review

Goodman Financial sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 930 shares — an estimated $238K sold.

Goodman Financial first reported a position in ISRG in Q1 2023 and held it in 1 quarter. The position peaked at $238K in Q1 2023. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

Goodman Financial reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
Goodman Financial sold 930 Intuitive Surgical shares in Q2 2023, an estimated $238K.
Goodman Financial first reported a position in Intuitive Surgical in Q1 2023 and held it in 1 quarter.
Goodman Financial's Intuitive Surgical position peaked at $238K in Q1 2023.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Goodman Financial's 13F filing for Q2 2023, filed 8 Aug 2023.