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McKinley Capital Management’s Intuitive Surgical ISRG Stock Holding History

McKinley Capital 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
Q2 		$1.73M Sell
3,880
-23,924
-86% -$9.53M 0.3% 65
2024
Q1 		$11.1M Sell
27,804
-3,208
-10% -$1.21M 1.33% 13
2023
Q4 		$10.5M Sell
31,012
-130
-0.4% -$38.8K 1.34% 14
2023
Q3 		$9.1M Buy
31,142
+56
+0.2% +$17.5K 1.28% 16
2023
Q2 		$10.6M Buy
31,086
+7,046
+29% +$2.13M 1.42% 12
2023
Q1 		$6.14M Buy
24,040
+4,860
+25% +$1.2M 0.81% 39
2022
Q4 		$5.09M Buy
19,180
+3,120
+19% +$761K 0.68% 55
2022
Q3 		$3.01M Hold
16,060
– – 0.41% 84
2022
Q2 		$3.22M Sell
16,060
-22,331
-58% -$5.24M 0.42% 82
2022
Q1 		$11.6M Buy
38,391
+6,220
+19% +$1.82M 1.15% 20
2021
Q4 		$11.6M Buy
32,171
+14,360
+81% +$4.94M 1.03% 23
2021
Q3 		$5.9M Sell
17,811
-357
-2% -$120K 0.56% 61
2021
Q2 		$5.57M Sell
18,168
-1,344
-7% -$377K 0.39% 75
2021
Q1 		$4.81M Sell
19,512
-219
-1% -$55.1K 0.36% 79
2020
Q4 		$5.38M Sell
19,731
-2,400
-11% -$596K 0.38% 78
2020
Q3 		$5.24M Sell
22,131
-5,880
-21% -$1.32M 0.41% 70
2020
Q2 		$5.32M Sell
28,011
-1,968
-7% -$353K 0.36% 64
2020
Q1 		$4.95M Sell
29,979
-2,535
-8% -$464K 0.4% 62
2019
Q4 		$6.41M Sell
32,514
-1,056
-3% -$198K 0.42% 60
2019
Q3 		$6.04M Sell
33,570
-16,632
-33% -$2.88M 0.45% 62
2019
Q2 		$8.78M Buy
50,202
+3,060
+6% +$524K 0.56% 51
2019
Q1 		$8.97M Sell
47,142
-1,785
-4% -$317K 0.65% 51
2018
Q4 		$7.81M Sell
48,927
-23,610
-33% -$4M 0.63% 53
2018
Q3 		$13.9M Sell
72,537
-1,251
-2% -$222K 0.88% 42
2018
Q2 		$11.8M Buy
+73,788
New +$11.3M 0.76% 48
2017
Q3 		– Sell
-108
Closed -$11K – 406
2017
Q2 		$11K Buy
+108
New +$10.4K ﹤0.01% 438

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McKinley Capital Management's ISRG Position: Q2 2024 in Review

McKinley Capital Management reduced its Intuitive Surgical (ISRG) stake by 86% in Q2 2024, selling an estimated $9.53M and leaving 3,880 shares worth $1.73M. The position accounts for 0.3% of the portfolio, ranked #65.

McKinley Capital Management first reported a position in ISRG in Q2 2017 and has held it in 26 quarters since. The position peaked at $13.9M in Q3 2018. 1,825 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • McKinley Capital Management held 3,880 shares of Intuitive Surgical worth $1.73M as of Q2 2024.
  • McKinley Capital Management sold 23,924 Intuitive Surgical shares in Q2 2024, an estimated $9.53M.
  • Intuitive Surgical made up 0.3% of McKinley Capital Management's portfolio in Q2 2024, its #65 holding.
  • McKinley Capital Management first reported a position in Intuitive Surgical in Q2 2017 and has held it in 26 quarters since.
  • McKinley Capital Management's Intuitive Surgical position peaked at $13.9M in Q3 2018.
  • 1,825 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.