High Pines Wealth Management’s Intuitive Surgical ISRG Stock Holding History

High Pines Wealth Management’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	$379K	Buy	1,122 +17	+2%	+$5.07K	0.58%	25
2023 Q3	$323K	Sell	1,105 -32	-3%	-$9.99K	0.53%	25
2023 Q2	$389K	Hold	1,137	–	–	0.59%	21
2023 Q1	$290K	Buy	1,137 +6	+0.5%	+$1.48K	0.48%	27
2022 Q4	$300K	Buy	1,131 +1	+0.1%	+$244	0.53%	24
2022 Q3	$212K	Buy	+1,130	New	+$243K	0.4%	32
2022 Q2	–	Sell	-10,649	Closed	-$3.21M	–	33
2022 Q1	$3.21M	Buy	10,649 +2,599	+32%	+$759K	2.36%	19
2021 Q4	$2.89M	Sell	8,050 -278	-3%	-$95.6K	2.02%	23
2021 Q3	$2.76M	Buy	8,328 +2,076	+33%	+$697K	1.89%	24
2021 Q2	$1.92M	Buy	6,252 +387	+7%	+$109K	1.45%	26
2021 Q1	$1.45M	Buy	5,865 +48	+0.8%	+$12.1K	1.28%	28
2020 Q4	$1.59M	Buy	+5,817	New	+$1.44M	1.47%	26

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

High Pines Wealth Management's ISRG Position: Q4 2023 in Review

High Pines Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.5% in Q4 2023, buying an estimated $5.07K and bringing the position to 1,122 shares worth $379K. The position accounts for 0.58% of the portfolio, ranked #25.

High Pines Wealth Management first reported a position in ISRG in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.21M in Q1 2022. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

High Pines Wealth Management held 1,122 shares of Intuitive Surgical worth $379K as of Q4 2023.
High Pines Wealth Management bought 17 Intuitive Surgical shares in Q4 2023, an estimated $5.07K.
Intuitive Surgical made up 0.58% of High Pines Wealth Management's portfolio in Q4 2023, its #25 holding.
High Pines Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 12 quarters since.
High Pines Wealth Management's Intuitive Surgical position peaked at $3.21M in Q1 2022.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.