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Heritage Oak Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-561
Closed -$276K – 120
2024
Q3 		$276K Buy
+561
New +$261K 0.13% 114

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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

Heritage Oak Wealth Advisors's ISRG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 561 shares — an estimated $276K sold.

Heritage Oak Wealth Advisors first reported a position in ISRG in Q3 2024 and held it in 1 quarter. The position peaked at $276K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 561 Intuitive Surgical shares in Q4 2024, an estimated $276K.
  • Heritage Oak Wealth Advisors first reported a position in Intuitive Surgical in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Intuitive Surgical position peaked at $276K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.