GW
ISRG icon

GW & Wade’s Intuitive Surgical ISRG Stock Holding History

GW & Wade’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
Q4 		$413K Hold
1,223
– – 0.01% 316
2023
Q3 		$357K Buy
1,223
+196
+19% +$61.2K 0.01% 306
2023
Q2 		$351K Buy
1,027
+38
+4% +$11.5K 0.01% 301
2023
Q1 		$253K Sell
989
-160
-14% -$39.4K 0.01% 336
2022
Q4 		$305K Buy
1,149
+2
+0.2% +$488 0.01% 307
2022
Q3 		$215K Buy
1,147
+65
+6% +$14K 0.01% 348
2022
Q2 		$217K Buy
1,082
+84
+8% +$19.7K 0.01% 358
2022
Q1 		$301K Sell
998
-68
-6% -$19.9K 0.01% 312
2021
Q4 		$383K Buy
1,066
+103
+11% +$35.4K 0.02% 279
2021
Q3 		$319K Buy
963
+75
+8% +$25.2K 0.02% 296
2021
Q2 		$272K Sell
888
-138
-13% -$38.7K 0.01% 325
2021
Q1 		$253K Buy
1,026
+213
+26% +$53.6K 0.01% 305
2020
Q4 		$222K Buy
+813
New +$202K 0.01% 285

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW & Wade's ISRG Position: Q4 2023 in Review

GW & Wade held its Intuitive Surgical (ISRG) position steady in Q4 2023 at 1,223 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #316.

GW & Wade first reported a position in ISRG in Q4 2020 and has held it in 13 quarters since. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • GW & Wade held 1,223 shares of Intuitive Surgical worth $413K as of Q4 2023.
  • GW & Wade left its Intuitive Surgical share count unchanged in Q4 2023.
  • Intuitive Surgical made up 0.01% of GW & Wade's portfolio in Q4 2023, its #316 holding.
  • GW & Wade first reported a position in Intuitive Surgical in Q4 2020 and has held it in 13 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.