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Moisand Fitzgerald Tamayo’s Intuitive Surgical ISRG Stock Holding History

Moisand Fitzgerald Tamayo’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 		– Sell
-33
Closed -$16.2K – 616
2024
Q3 		$16.2K Hold
33
– – ﹤0.01% 302
2024
Q2 		$14.7K Hold
33
– – ﹤0.01% 273
2024
Q1 		$13.2K Sell
33
-1
-3% -$378 ﹤0.01% 287
2023
Q4 		$11.5K Buy
34
+1
+3% +$298 ﹤0.01% 321
2023
Q3 		$9.65K Hold
33
– – ﹤0.01% 340
2023
Q2 		$11.3K Hold
33
– – ﹤0.01% 311
2023
Q1 		$8.43K Hold
33
– – ﹤0.01% 344
2022
Q4 		$8.76K Hold
33
– – ﹤0.01% 334
2022
Q3 		$6K Buy
33
+30
+1,000% +$6.44K ﹤0.01% 338
2022
Q2 		$1K Sell
3
-1
-25% -$235 ﹤0.01% 515
2022
Q1 		$1K Buy
+4
New +$1.17K ﹤0.01% 469

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

Moisand Fitzgerald Tamayo's ISRG Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 33 shares — an estimated $16.2K sold.

Moisand Fitzgerald Tamayo first reported a position in ISRG in Q1 2022 and held it in 11 quarters. The position peaked at $16.2K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 33 Intuitive Surgical shares in Q4 2024, an estimated $16.2K.
  • Moisand Fitzgerald Tamayo first reported a position in Intuitive Surgical in Q1 2022 and held it in 11 quarters.
  • Moisand Fitzgerald Tamayo's Intuitive Surgical position peaked at $16.2K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.