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Milestone Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-341
Closed -$99.7K – 273
2023
Q3 		$99.7K Buy
+341
New +$106K 0.03% 147
2023
Q2 		– Sell
-341
Closed -$87.1K – 269
2023
Q1 		$87.1K Buy
+341
New +$84K 0.03% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Milestone Investment Advisors's ISRG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 341 shares — an estimated $99.7K sold.

Milestone Investment Advisors first reported a position in ISRG in Q1 2023 and held it in 2 quarters. The position peaked at $99.7K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 341 Intuitive Surgical shares in Q4 2023, an estimated $99.7K.
  • Milestone Investment Advisors first reported a position in Intuitive Surgical in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Intuitive Surgical position peaked at $99.7K in Q3 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.