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Kula Investments’s Intuitive Surgical ISRG Stock Holding History

Kula Investments’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
2023
Q1 		$708K Buy
+2,771
New +$683K 0.17% 215

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's ISRG Position: Q1 2023 in Review

Kula Investments opened a new position in Intuitive Surgical (ISRG) in Q1 2023: 2,771 shares worth $708K. The stake represents 0.17% of the portfolio and ranks #215 among its holdings.

1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Kula Investments held 2,771 shares of Intuitive Surgical worth $708K as of Q1 2023.
  • Intuitive Surgical was a new Kula Investments position in Q1 2023.
  • Intuitive Surgical made up 0.17% of Kula Investments's portfolio in Q1 2023, its #215 holding.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.