Kelly Financial Services’s Intuitive Surgical ISRG Stock Holding History

Kelly Financial Services’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	-67	Closed	-$29.8K	–	422
2024 Q2	$29.8K	Hold	67	–	–	0.01%	281
2024 Q1	$26.7K	Buy	+67	New	+$25.3K	0.01%	290
2023 Q1	–	Sell	-5	Closed	-$1.33K	–	719
2022 Q4	$1.33K	Hold	5	–	–	﹤0.01%	541
2022 Q3	$937	Hold	5	–	–	﹤0.01%	574
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	558
2022 Q1	$1.51K	Hold	5	–	–	﹤0.01%	549
2021 Q4	$1.8K	Sell	5 -10	-67%	-$3.44K	﹤0.01%	549
2021 Q3	$4.97K	Sell	15 -13,779	-100%	-$4.63M	﹤0.01%	416
2021 Q2	$5K	Buy	13,794 +13,779	+91,860%	+$3.87M	﹤0.01%	615
2021 Q1	$3.69K	Hold	15	–	–	﹤0.01%	442
2020 Q4	$4.09K	Buy	15 +6	+67%	+$1.49K	﹤0.01%	389
2020 Q3	$2.13K	Hold	9	–	–	﹤0.01%	429
2020 Q2	$1.71K	Hold	9	–	–	﹤0.01%	449
2020 Q1	$1.49K	Buy	+9	New	+$1.65K	﹤0.01%	417

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Financial Services's ISRG Position: Q3 2024 in Review

Kelly Financial Services sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 67 shares — an estimated $29.8K sold.

Kelly Financial Services first reported a position in ISRG in Q1 2020 and held it in 14 quarters. The position peaked at $29.8K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Kelly Financial Services reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 67 Intuitive Surgical shares in Q3 2024, an estimated $29.8K.
Kelly Financial Services first reported a position in Intuitive Surgical in Q1 2020 and held it in 14 quarters.
Kelly Financial Services's Intuitive Surgical position peaked at $29.8K in Q2 2024.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.