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J. Arnold Wealth Management’s Intuitive Surgical ISRG Stock Holding History

J. Arnold 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
2023
Q4 		$20.6M Buy
61,081
+2,214
+4% +$660K 7.02% 6
2023
Q3 		$17.2M Buy
58,867
+1,420
+2% +$443K 6.96% 5
2023
Q2 		$19.6M Buy
57,447
+3,254
+6% +$985K 8.31% 5
2023
Q1 		$13.8M Buy
54,193
+988
+2% +$243K 6.76% 8
2022
Q4 		$14.1M Buy
53,205
+5,233
+11% +$1.28M 6.96% 7
2022
Q3 		$8.99M Buy
47,972
+42,244
+738% +$9.07M 5.07% 6
2022
Q2 		$1.15M Sell
5,728
-59,773
-91% -$14M 0.88% 9
2022
Q1 		$19.8M Buy
65,501
+20,608
+46% +$6.02M 10.63% 5
2021
Q4 		$16.1M Buy
44,893
+31,849
+244% +$11M 7.24% 7
2021
Q3 		$4.32M Hold
13,044
– – 2.08% 12
2021
Q2 		$4M Sell
13,044
-3
-0% -$842 1.94% 12
2021
Q1 		$3.21M Buy
13,047
+333
+3% +$83.8K 1.77% 14
2020
Q4 		$3.47M Buy
12,714
+138
+1% +$34.3K 2.05% 9
2020
Q3 		$2.97M Buy
12,576
+273
+2% +$61.3K 2.21% 9
2020
Q2 		$2.34M Sell
12,303
-6,600
-35% -$1.18M 1.96% 8
2020
Q1 		$3.12M Sell
18,903
-3,579
-16% -$656K 9.1% 4
2019
Q4 		$4.43M Buy
+22,482
New +$4.21M 5.69% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J. Arnold Wealth Management's ISRG Position: Q4 2023 in Review

J. Arnold Wealth Management increased its Intuitive Surgical (ISRG) stake by 3.8% in Q4 2023, buying an estimated $660K and bringing the position to 61,081 shares worth $20.6M. The position accounts for 7.02% of the portfolio, ranked #6.

J. Arnold Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 17 quarters since. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • J. Arnold Wealth Management held 61,081 shares of Intuitive Surgical worth $20.6M as of Q4 2023.
  • J. Arnold Wealth Management bought 2,214 Intuitive Surgical shares in Q4 2023, an estimated $660K.
  • Intuitive Surgical made up 7.02% of J. Arnold Wealth Management's portfolio in Q4 2023, its #6 holding.
  • J. Arnold Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 17 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.