ICA Group Wealth Management’s Intuitive Surgical ISRG Stock Holding History

ICA Group 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
2024 Q2	$17.8K	Sell	40 -5	-11%	-$1.99K	0.01%	375
2024 Q1	$18K	Buy	45 +30	+200%	+$11.3K	﹤0.01%	776
2023 Q4	$5.06K	Buy	+15	New	+$4.47K	﹤0.01%	1024
2023 Q3	–	Sell	-12	Closed	-$4.1K	–	701
2023 Q2	$4.1K	Sell	12 -3,276	-100%	-$991K	﹤0.01%	1018
2023 Q1	$840K	Sell	3,288 -51	-2%	-$12.6K	0.2%	108
2022 Q4	$886K	Sell	3,339 -1,669	-33%	-$407K	0.21%	111
2022 Q3	$939K	Buy	5,008 +5	+0.1%	+$1.07K	0.2%	117
2022 Q2	$1.13M	Sell	5,003 -184	-4%	-$43.2K	0.21%	110
2022 Q1	$1.12M	Buy	+5,187	New	+$1.52M	0.21%	112

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

ICA Group Wealth Management's ISRG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2024, selling an estimated $1.99K and leaving 40 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #375.

ICA Group Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2022. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

ICA Group Wealth Management held 40 shares of Intuitive Surgical worth $17.8K as of Q2 2024.
ICA Group Wealth Management sold 5 Intuitive Surgical shares in Q2 2024, an estimated $1.99K.
Intuitive Surgical made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #375 holding.
ICA Group Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Intuitive Surgical position peaked at $1.13M in Q2 2022.
1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.