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Impact Partnership Wealth’s Intuitive Surgical ISRG Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-18
Closed -$6.07K – 784
2023
Q4 		$6.07K Sell
18
-6
-25% -$1.79K ﹤0.01% 563
2023
Q3 		$7.01K Sell
24
-12
-33% -$3.75K ﹤0.01% 648
2023
Q2 		$12.3K Buy
+36
New +$10.9K ﹤0.01% 404

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impact Partnership Wealth's ISRG Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 18 shares — an estimated $6.07K sold.

Impact Partnership Wealth first reported a position in ISRG in Q2 2023 and held it in 3 quarters. The position peaked at $12.3K in Q2 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 Intuitive Surgical shares in Q1 2024, an estimated $6.07K.
  • Impact Partnership Wealth first reported a position in Intuitive Surgical in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Intuitive Surgical position peaked at $12.3K in Q2 2023.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.