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ISRG icon

HoyleCohen’s Intuitive Surgical ISRG Stock Holding History

HoyleCohen’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
Q2 		$9.86M Buy
22,172
+2
+0% +$797 0.75% 39
2024
Q1 		$8.85M Sell
22,170
-830
-4% -$314K 0.68% 41
2023
Q4 		$7.76M Hold
23,000
– – 0.63% 47
2023
Q3 		$6.72M Buy
23,000
+12
+0.1% +$3.75K 0.62% 45
2023
Q2 		$7.86M Hold
22,988
– – 0.69% 41
2023
Q1 		$5.87M Hold
22,988
– – 0.55% 55
2022
Q4 		$6.1M Buy
22,988
+70
+0.3% +$17.1K 0.61% 51
2022
Q3 		$4.3M Hold
22,918
– – 0.47% 60
2022
Q2 		$4.6M Sell
22,918
-189
-0.8% -$44.3K 0.48% 59
2022
Q1 		$6.97M Sell
23,107
-26
-0.1% -$7.6K 0.6% 47
2021
Q4 		$8.31M Buy
23,133
+204
+0.9% +$70.2K 0.69% 37
2021
Q3 		$7.6M Sell
22,929
-465
-2% -$156K 0.72% 36
2021
Q2 		$7.17K Hold
23,394
– – 0.56% 43
2021
Q1 		$5.76M Hold
23,394
– – 0.59% 47
2020
Q4 		$6.38M Buy
23,394
+90
+0.4% +$22.3K 0.74% 35
2020
Q3 		$5.51M Hold
23,304
– – 0.81% 29
2020
Q2 		$4.43M Hold
23,304
– – 0.74% 39
2020
Q1 		$3.85M Buy
23,304
+270
+1% +$49.5K 0.77% 36
2019
Q4 		$4.54M Hold
23,034
– – 0.72% 42
2019
Q3 		$4.15M Hold
23,034
– – 0.71% 42
2019
Q2 		$4.03M Hold
23,034
– – 0.7% 42
2019
Q1 		$4.38M Hold
23,034
– – 0.77% 40
2018
Q4 		$3.68M Hold
23,034
– – 0.75% 42
2018
Q3 		$4.41M Sell
23,034
-1,200
-5% -$213K 0.83% 38
2018
Q2 		$3.87M Sell
24,234
-1,080
-4% -$165K 0.78% 40
2018
Q1 		$3.48M Buy
25,314
+75
+0.3% +$10.5K 0.71% 45
2017
Q4 		$3.07M Buy
+25,239
New +$3.16M 0.61% 52

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HoyleCohen's ISRG Position: Q2 2024 in Review

HoyleCohen increased its Intuitive Surgical (ISRG) stake by 0.01% in Q2 2024, buying an estimated $797 and bringing the position to 22,172 shares worth $9.86M. The position accounts for 0.75% of the portfolio, ranked #39.

HoyleCohen first reported a position in ISRG in Q4 2017 and has held it in 27 quarters since. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • HoyleCohen held 22,172 shares of Intuitive Surgical worth $9.86M as of Q2 2024.
  • HoyleCohen bought 2 Intuitive Surgical shares in Q2 2024, an estimated $797.
  • Intuitive Surgical made up 0.75% of HoyleCohen's portfolio in Q2 2024, its #39 holding.
  • HoyleCohen first reported a position in Intuitive Surgical in Q4 2017 and has held it in 27 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.