Institutional & Family Asset Management’s Intuitive Surgical ISRG Stock Holding History

Institutional & Family Asset 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	$48K	Buy	108 +6	+6%	+$2.39K	0.01%	239
2024 Q1	$40.7K	Sell	102 -3,602	-97%	-$1.36M	0.01%	256
2023 Q4	$1.25M	Hold	3,704	–	–	0.21%	88
2023 Q3	$1.08M	Hold	3,704	–	–	0.18%	91
2023 Q2	$1.27M	Sell	3,704 -3	-0.1%	-$908	0.21%	84
2023 Q1	$947K	Sell	3,707 -9	-0.2%	-$2.22K	0.16%	97
2022 Q4	$986K	Hold	3,716	–	–	0.16%	93
2022 Q3	$697K	Hold	3,716	–	–	0.12%	98
2022 Q2	$746K	Hold	3,716	–	–	0.13%	96
2022 Q1	$1.12M	Buy	3,716 +16	+0.4%	+$4.67K	0.18%	90
2021 Q4	$1.33M	Buy	3,700 +100	+3%	+$34.4K	0.21%	86
2021 Q3	$1.19M	Hold	3,600	–	–	0.19%	89
2021 Q2	$1.1M	Hold	3,600	–	–	0.18%	91
2021 Q1	$887K	Hold	3,600	–	–	0.17%	91
2020 Q4	$982K	Hold	3,600	–	–	0.21%	88
2020 Q3	$851K	Sell	3,600 -975	-21%	-$219K	0.2%	90
2020 Q2	$869K	Hold	4,575	–	–	0.18%	89
2020 Q1	$755K	Hold	4,575	–	–	0.17%	89
2019 Q4	$902K	Sell	4,575 -45	-1%	-$8.43K	0.19%	91
2019 Q3	$831K	Hold	4,620	–	–	0.18%	93
2019 Q2	$808K	Buy	4,620 +420	+10%	+$72K	0.17%	93
2019 Q1	$799K	Buy	4,200 +315	+8%	+$56K	0.17%	96
2018 Q4	$620K	Hold	3,885	–	–	0.14%	101
2018 Q3	$743K	Hold	3,885	–	–	0.15%	99
2018 Q2	$620K	Buy	3,885 +15	+0.4%	+$2.29K	0.13%	102
2018 Q1	$533K	Hold	3,870	–	–	0.11%	109
2017 Q4	$471K	Hold	3,870	–	–	0.09%	116
2017 Q3	$450K	Buy	3,870 +270	+8%	+$29.4K	0.09%	130
2017 Q2	$374K	Hold	3,600	–	–	0.09%	104
2017 Q1	$307K	Hold	3,600	–	–	0.1%	109
2016 Q4	$254K	Hold	3,600	–	–	0.08%	115
2016 Q3	$290K	Hold	3,600	–	–	0.1%	103
2016 Q2	$265K	Hold	3,600	–	–	0.09%	104
2016 Q1	$218K	Hold	3,600	–	–	0.08%	119
2015 Q4	$218K	Buy	+3,600	New	+$202K	0.08%	118

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's ISRG Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Intuitive Surgical (ISRG) stake by 5.9% in Q2 2024, buying an estimated $2.39K and bringing the position to 108 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #239.

Institutional & Family Asset Management first reported a position in ISRG in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.33M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

Institutional & Family Asset Management held 108 shares of Intuitive Surgical worth $48K as of Q2 2024.
Institutional & Family Asset Management bought 6 Intuitive Surgical shares in Q2 2024, an estimated $2.39K.
Intuitive Surgical made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #239 holding.
Institutional & Family Asset Management first reported a position in Intuitive Surgical in Q4 2015 and has held it in 35 quarters since.
Institutional & Family Asset Management's Intuitive Surgical position peaked at $1.33M in Q4 2021.
1,824 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.