KC
ISRG icon

Kades & Cheifetz’s Intuitive Surgical ISRG Stock Holding History

Kades & Cheifetz’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 		$343K Hold
657
– – 0.18% 83
2024
Q3 		$323K Sell
657
-3
-0.5% -$1.4K 0.18% 76
2024
Q2 		$294K Sell
660
-9
-1% -$3.58K 0.18% 77
2024
Q1 		$267K Sell
669
-12
-2% -$4.53K 0.17% 78
2023
Q4 		$230K Buy
+681
New +$203K 0.16% 77

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

Kades & Cheifetz's ISRG Position: Q4 2024 in Review

Kades & Cheifetz held its Intuitive Surgical (ISRG) position steady in Q4 2024 at 657 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #83.

Kades & Cheifetz first reported a position in ISRG in Q4 2023 and has held it in 5 quarters since. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Kades & Cheifetz held 657 shares of Intuitive Surgical worth $343K as of Q4 2024.
  • Kades & Cheifetz left its Intuitive Surgical share count unchanged in Q4 2024.
  • Intuitive Surgical made up 0.18% of Kades & Cheifetz's portfolio in Q4 2024, its #83 holding.
  • Kades & Cheifetz first reported a position in Intuitive Surgical in Q4 2023 and has held it in 5 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.