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Insight Inv LLC’s Intuitive Surgical ISRG Stock Holding History

Insight Inv LLC’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 		– Sell
-2,920
Closed -$1.43M – 125
2024
Q3 		$1.43M Hold
2,920
– – 1.2% 38
2024
Q2 		$1.3M Hold
2,920
– – 1.12% 41
2024
Q1 		$1.17M Hold
2,920
– – 1.01% 47
2023
Q4 		$985K Hold
2,920
– – 0.97% 49
2023
Q3 		$798K Hold
2,920
– – 0.88% 49
2023
Q2 		$998K Hold
2,920
– – 1.03% 49
2023
Q1 		$746K Hold
2,920
– – 0.8% 53
2022
Q4 		$775K Hold
2,920
– – 0.78% 55
2022
Q3 		$547K Hold
2,920
– – 0.61% 63
2022
Q2 		$586K Hold
2,920
– – 0.59% 61
2022
Q1 		$881K Sell
2,920
-353
-11% -$103K 0.8% 55
2021
Q4 		$1.18M Buy
+3,273
New +$1.13M 1.08% 46

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Inv LLC's ISRG Position: Q4 2024 in Review

Insight Inv LLC sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 2,920 shares — an estimated $1.43M sold.

Insight Inv LLC first reported a position in ISRG in Q4 2021 and held it in 12 quarters. The position peaked at $1.43M in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Insight Inv LLC reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Insight Inv LLC sold 2,920 Intuitive Surgical shares in Q4 2024, an estimated $1.43M.
  • Insight Inv LLC first reported a position in Intuitive Surgical in Q4 2021 and held it in 12 quarters.
  • Insight Inv LLC's Intuitive Surgical position peaked at $1.43M in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Insight Inv LLC's 13F filing for Q4 2024, filed 21 Jan 2025.