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Moody Aldrich Partners’s Intuitive Surgical ISRG Stock Holding History

Moody Aldrich Partners’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 		– Sell
-700
Closed -$279K – 217
2024
Q1 		$279K Buy
700
+24
+4% +$9.07K 0.05% 186
2023
Q4 		$228K Sell
676
-101
-13% -$30.1K 0.04% 182
2023
Q3 		$227K Buy
+777
New +$243K 0.04% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Aldrich Partners's ISRG Position: Q2 2024 in Review

Moody Aldrich Partners sold out of Intuitive Surgical (ISRG) in Q2 2024, closing a stake of 700 shares — an estimated $279K sold.

Moody Aldrich Partners first reported a position in ISRG in Q3 2023 and held it in 3 quarters. The position peaked at $279K in Q1 2024. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • Moody Aldrich Partners reported no remaining Intuitive Surgical position as of Q2 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 700 Intuitive Surgical shares in Q2 2024, an estimated $279K.
  • Moody Aldrich Partners first reported a position in Intuitive Surgical in Q3 2023 and held it in 3 quarters.
  • Moody Aldrich Partners's Intuitive Surgical position peaked at $279K in Q1 2024.
  • 1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.