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Mark Sheptoff Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-84
Closed -$37.4K – 445
2024
Q2 		$37.4K Buy
+84
New +$33.5K 0.02% 196
2022
Q1 		– Sell
-200
Closed -$72K – 458
2021
Q4 		$72K Sell
200
-400
-67% -$138K 0.03% 155
2021
Q3 		$199K Sell
600
-150
-20% -$50.4K 0.11% 107
2021
Q2 		$230K Buy
+750
New +$210K 0.12% 95
2019
Q3 		– Sell
-300
Closed -$52K – 372
2019
Q2 		$52K Hold
300
– – 0.04% 153
2019
Q1 		$57K Buy
+300
New +$53.3K 0.04% 140
2015
Q4 		– Sell
-234
Closed -$12K – 403
2015
Q3 		$12K Buy
+234
New +$13.3K 0.01% 238

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