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Merriman Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Merriman 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
Q4 		$521K Buy
999
+3
+0.3% +$1.56K 0.02% 130
2024
Q3 		$489K Buy
996
+8
+0.8% +$3.72K 0.02% 146
2024
Q2 		$439K Sell
988
-128
-11% -$51K 0.02% 146
2024
Q1 		$445K Buy
+1,116
New +$422K 0.02% 141

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Merriman Wealth Management's ISRG Position: Q4 2024 in Review

Merriman Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.3% in Q4 2024, buying an estimated $1.56K and bringing the position to 999 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #130.

Merriman Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 4 quarters since. 2,136 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Merriman Wealth Management held 999 shares of Intuitive Surgical worth $521K as of Q4 2024.
  • Merriman Wealth Management bought 3 Intuitive Surgical shares in Q4 2024, an estimated $1.56K.
  • Intuitive Surgical made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #130 holding.
  • Merriman Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 4 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.