Janiczek Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Janiczek 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
2024 Q2	$323K	Buy	727 +19	+3%	+$7.57K	0.07%	120
2024 Q1	$283K	Buy	708 +104	+17%	+$39.3K	0.06%	140
2023 Q4	$204K	Buy	604 +98	+19%	+$29.2K	0.05%	157
2023 Q3	$148K	Buy	506 +12	+2%	+$3.75K	0.04%	188
2023 Q2	$169K	Buy	494 +112	+29%	+$33.9K	0.05%	149
2023 Q1	$102K	Buy	382 +14	+4%	+$3.45K	0.03%	209
2022 Q4	$94.6K	Buy	368 +116	+46%	+$28.3K	0.03%	231
2022 Q3	$47K	Sell	252 -107	-30%	-$23K	0.02%	315
2022 Q2	$83K	Buy	359 +154	+75%	+$36.1K	0.02%	227
2022 Q1	$62K	Buy	205 +60	+41%	+$17.5K	0.02%	273
2021 Q4	$52K	Buy	145 +31	+27%	+$10.7K	0.02%	306
2021 Q3	$38K	Buy	114 +42	+58%	+$14.1K	0.01%	335
2021 Q2	$22K	Buy	72 +21	+41%	+$5.89K	0.01%	406
2021 Q1	$13K	Buy	51 +6	+13%	+$1.51K	0.01%	475
2020 Q4	$12K	Buy	45 +30	+200%	+$7.45K	0.01%	436
2020 Q3	$4K	Buy	+15	New	+$3.37K	﹤0.01%	386

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's ISRG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.7% in Q2 2024, buying an estimated $7.57K and bringing the position to 727 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #120.

Janiczek Wealth Management first reported a position in ISRG in Q3 2020 and has held it in 16 quarters since. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

Janiczek Wealth Management held 727 shares of Intuitive Surgical worth $323K as of Q2 2024.
Janiczek Wealth Management bought 19 Intuitive Surgical shares in Q2 2024, an estimated $7.57K.
Intuitive Surgical made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #120 holding.
Janiczek Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 16 quarters since.
1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.