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J. Goldman & Co’s Intuitive Surgical ISRG Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-1,710
Closed -$761K – 534
2024
Q2 		$761K Sell
1,710
-3,156
-65% -$1.26M 0.02% 327
2024
Q1 		$1.94M Buy
+4,866
New +$1.84M 0.06% 223
2019
Q3 		– Sell
-36,168
Closed -$6.32M – 320
2019
Q2 		$6.32M Sell
36,168
-3,813
-10% -$653K 0.44% 79
2019
Q1 		$7.6M Sell
39,981
-1,257
-3% -$223K 0.43% 67
2018
Q4 		$6.58M Buy
+41,238
New +$6.99M 0.51% 51
2016
Q4 		– Sell
-8,100
Closed -$652K – 336
2016
Q3 		$652K Buy
+8,100
New +$620K 0.04% 262

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

J. Goldman & Co's ISRG Position: Q3 2024 in Review

J. Goldman & Co sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 1,710 shares — an estimated $761K sold.

J. Goldman & Co first reported a position in ISRG in Q3 2016 and held it in 6 quarters. The position peaked at $7.6M in Q1 2019. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • J. Goldman & Co reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • J. Goldman & Co sold 1,710 Intuitive Surgical shares in Q3 2024, an estimated $761K.
  • J. Goldman & Co first reported a position in Intuitive Surgical in Q3 2016 and held it in 6 quarters.
  • J. Goldman & Co's Intuitive Surgical position peaked at $7.6M in Q1 2019.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.