MSWM
ISRG icon

McGlone Suttner Wealth Management’s Intuitive Surgical ISRG Stock Holding History

McGlone Suttner 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
-145
Closed -$48.9K – 484
2023
Q4 		$48.9K Buy
+145
New +$43.2K 0.01% 291

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

McGlone Suttner Wealth Management's ISRG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 145 shares — an estimated $48.9K sold.

McGlone Suttner Wealth Management first reported a position in ISRG in Q4 2023 and held it in 1 quarter. The position peaked at $48.9K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 145 Intuitive Surgical shares in Q1 2024, an estimated $48.9K.
  • McGlone Suttner Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Intuitive Surgical position peaked at $48.9K in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.