Householder Group Estate & Retirement Specialist’s Intuitive Surgical ISRG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$43K	Sell	84 -19	-18%	-$9.9K	0.03%	222
2024 Q3	$50K	Hold	103	–	–	0.01%	480
2024 Q2	$45K	Buy	103 +19	+23%	+$7.57K	0.01%	499
2024 Q1	$33.5K	Hold	84	–	–	0.01%	560
2023 Q4	$28K	Sell	84 -18	-18%	-$5.37K	0.01%	566
2023 Q3	$29.8K	Buy	+102	New	+$31.9K	0.01%	556
2023 Q1	$27K	Hold	105	–	–	0.01%	571
2022 Q4	$27K	Hold	105	–	–	0.04%	153
2022 Q3	$19K	Buy	+105	New	+$22.6K	0.01%	583

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's ISRG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Intuitive Surgical (ISRG) stake by 18% in Q4 2024, selling an estimated $9.9K and leaving 84 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #222.

Householder Group Estate & Retirement Specialist first reported a position in ISRG in Q3 2022 and has held it in 9 quarters since. The position peaked at $50K in Q3 2024. 2,130 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 84 shares of Intuitive Surgical worth $43K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 19 Intuitive Surgical shares in Q4 2024, an estimated $9.9K.
Intuitive Surgical made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #222 holding.
Householder Group Estate & Retirement Specialist first reported a position in Intuitive Surgical in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Intuitive Surgical position peaked at $50K in Q3 2024.
2,130 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.