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Kowal Investment Group’s Intuitive Surgical ISRG Stock Holding History

Kowal Investment Group’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 		$437K Buy
889
+216
+32% +$101K 0.08% 128
2024
Q2 		$299K Buy
+673
New +$268K 0.06% 140
2022
Q1 		– Sell
-673
Closed -$242K – 134
2021
Q4 		$242K Buy
673
+232
+53% +$79.8K 0.07% 98
2021
Q3 		$146K Buy
+441
New +$148K 0.05% 116

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

Kowal Investment Group's ISRG Position: Q3 2024 in Review

Kowal Investment Group increased its Intuitive Surgical (ISRG) stake by 32% in Q3 2024, buying an estimated $101K and bringing the position to 889 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #128.

Kowal Investment Group first reported a position in ISRG in Q3 2021 and has held it in 4 quarters since. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Kowal Investment Group held 889 shares of Intuitive Surgical worth $437K as of Q3 2024.
  • Kowal Investment Group bought 216 Intuitive Surgical shares in Q3 2024, an estimated $101K.
  • Intuitive Surgical made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #128 holding.
  • Kowal Investment Group first reported a position in Intuitive Surgical in Q3 2021 and has held it in 4 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.