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Halpern Financial’s Intuitive Surgical ISRG Stock Holding History

Halpern 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
2024
Q3 		$2.43K Buy
+5
New +$2.33K ﹤0.01% 198
2022
Q3 		– Sell
-90
Closed -$18.1K – 262
2022
Q2 		$18.1K Buy
90
+15
+20% +$3.52K 0.01% 129
2022
Q1 		$22.6K Hold
75
– – 0.01% 133
2021
Q4 		$26.9K Buy
+75
New +$25.8K 0.01% 120

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

Halpern Financial's ISRG Position: Q3 2024 in Review

Halpern Financial opened a new position in Intuitive Surgical (ISRG) in Q3 2024: 5 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Halpern Financial previously reported a position in ISRG as recently as Q2 2022.

Halpern Financial first reported a position in ISRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $26.9K in Q4 2021. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Halpern Financial held 5 shares of Intuitive Surgical worth $2.43K as of Q3 2024.
  • Intuitive Surgical was a new Halpern Financial position in Q3 2024.
  • Intuitive Surgical made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #198 holding.
  • Halpern Financial first reported a position in Intuitive Surgical in Q4 2021 and has held it in 4 quarters since.
  • Halpern Financial's Intuitive Surgical position peaked at $26.9K in Q4 2021.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.