HeadInvest LLC’s Intuitive Surgical ISRG Stock Holding History

HeadInvest LLC’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	–	Sell	-94	Closed	-$27.7K	–	450
2023 Q3	$27.7K	Buy	+94	New	+$29.4K	0.01%	422

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

HeadInvest LLC's ISRG Position: Q4 2023 in Review

HeadInvest LLC sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 94 shares — an estimated $27.7K sold.

HeadInvest LLC first reported a position in ISRG in Q3 2023 and held it in 1 quarter. The position peaked at $27.7K in Q3 2023. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

HeadInvest LLC reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 94 Intuitive Surgical shares in Q4 2023, an estimated $27.7K.
HeadInvest LLC first reported a position in Intuitive Surgical in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Intuitive Surgical position peaked at $27.7K in Q3 2023.
1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.