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Kolinsky Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Kolinsky 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
Q4 		$367K Sell
703
-170
-19% -$88.5K 0.22% 94
2024
Q3 		$429K Sell
873
-147
-14% -$68.4K 0.28% 79
2024
Q2 		$454K Buy
1,020
+112
+12% +$44.6K 0.33% 64
2024
Q1 		$362K Buy
908
+72
+9% +$27.2K 0.28% 86
2023
Q4 		$282K Buy
836
+40
+5% +$11.9K 0.25% 101
2023
Q3 		$233K Sell
796
-60
-7% -$18.7K 0.23% 109
2023
Q2 		$290K Buy
+856
New +$259K 0.27% 88

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kolinsky Wealth Management's ISRG Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Intuitive Surgical (ISRG) stake by 19% in Q4 2024, selling an estimated $88.5K and leaving 703 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #94.

Kolinsky Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 7 quarters since. The position peaked at $454K in Q2 2024. 2,136 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Kolinsky Wealth Management held 703 shares of Intuitive Surgical worth $367K as of Q4 2024.
  • Kolinsky Wealth Management sold 170 Intuitive Surgical shares in Q4 2024, an estimated $88.5K.
  • Intuitive Surgical made up 0.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Kolinsky Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 7 quarters since.
  • Kolinsky Wealth Management's Intuitive Surgical position peaked at $454K in Q2 2024.
  • 2,136 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.