KWM
ISRG icon

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 $5.7T 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 $1.47T 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