Lake Street Advisors Group’s Intuitive Surgical ISRG Stock Holding History

Lake Street Advisors 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 Q4	$1.81M	Buy	3,473 +197	+6%	+$103K	0.08%	149
2024 Q3	$1.61M	Buy	3,276 +352	+12%	+$164K	0.07%	155
2024 Q2	$1.3M	Buy	2,924 +91	+3%	+$36.2K	0.06%	181
2024 Q1	$1.13M	Buy	2,833 +354	+14%	+$134K	0.05%	210
2023 Q4	$836K	Buy	+2,479	New	+$739K	0.04%	246
2021 Q3	–	Sell	-1,029	Closed	-$343K	–	327
2021 Q2	$343K	Buy	1,029 +54	+6%	+$15.1K	0.03%	221
2021 Q1	$240K	Buy	975 +21	+2%	+$5.28K	0.02%	273
2020 Q4	$260K	Buy	954 +45	+5%	+$11.2K	0.02%	255
2020 Q3	$215K	Buy	+909	New	+$204K	0.02%	252

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Advisors Group's ISRG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Intuitive Surgical (ISRG) stake by 6% in Q4 2024, buying an estimated $103K and bringing the position to 3,473 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #149.

Lake Street Advisors Group first reported a position in ISRG in Q3 2020 and has held it in 9 quarters since. 2,130 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Lake Street Advisors Group held 3,473 shares of Intuitive Surgical worth $1.81M as of Q4 2024.
Lake Street Advisors Group bought 197 Intuitive Surgical shares in Q4 2024, an estimated $103K.
Intuitive Surgical made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #149 holding.
Lake Street Advisors Group first reported a position in Intuitive Surgical in Q3 2020 and has held it in 9 quarters since.
2,130 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.