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Laidlaw Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Laidlaw 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
Q1 		– Sell
-1,183
Closed -$399K – 205
2023
Q4 		$399K Buy
1,183
+98
+9% +$29.2K 0.15% 149
2023
Q3 		$317K Sell
1,085
-126
-10% -$39.4K 0.1% 193
2023
Q2 		$414K Sell
1,211
-31
-2% -$9.38K 0.08% 220
2023
Q1 		$317K Hold
1,242
– – 0.06% 256
2022
Q4 		$330K Hold
1,242
– – 0.07% 254
2022
Q3 		$233K Buy
1,242
+22
+2% +$4.72K 0.05% 275
2022
Q2 		$245K Sell
1,220
-86
-7% -$20.2K 0.05% 306
2022
Q1 		$394K Sell
1,306
-123
-9% -$35.9K 0.07% 256
2021
Q4 		$513K Sell
1,429
-17
-1% -$5.85K 0.08% 218
2021
Q3 		$479K Sell
1,446
-108
-7% -$36.3K 0.12% 154
2021
Q2 		$476K Buy
1,554
+9
+0.6% +$2.52K 0.12% 154
2021
Q1 		$381K Buy
1,545
+210
+16% +$52.8K 0.13% 146
2020
Q4 		$364K Sell
1,335
-129
-9% -$32K 0.08% 233
2020
Q3 		$346K Sell
1,464
-30
-2% -$6.74K 0.15% 137
2020
Q2 		$284K Hold
1,494
– – 0.15% 136
2020
Q1 		$247K Buy
1,494
+273
+22% +$50K 0.16% 129
2019
Q4 		$241K Buy
+1,221
New +$229K 0.15% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laidlaw Wealth Management's ISRG Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1,183 shares — an estimated $399K sold.

Laidlaw Wealth Management first reported a position in ISRG in Q4 2019 and held it in 17 quarters. The position peaked at $513K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,183 Intuitive Surgical shares in Q1 2024, an estimated $399K.
  • Laidlaw Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Intuitive Surgical position peaked at $513K in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.