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Naples Money Management’s Intuitive Surgical ISRG Stock Holding History

Naples Money 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
Q3 		$55K Hold
112
– – 0.05% 84
2024
Q2 		$48.9K Hold
112
– – 0.04% 82
2024
Q1 		$44.7K Hold
112
– – 0.04% 89
2023
Q4 		$37.8K Buy
+112
New +$33.4K 0.04% 99

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 $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 $609B AUM 40.19% 1-Year Est. Return

Naples Money Management's ISRG Position: Q3 2024 in Review

Naples Money Management held its Intuitive Surgical (ISRG) position steady in Q3 2024 at 112 shares worth $55K. The position accounts for 0.05% of the portfolio, ranked #84.

Naples Money Management first reported a position in ISRG in Q4 2023 and has held it in 4 quarters since. 1,952 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Naples Money Management held 112 shares of Intuitive Surgical worth $55K as of Q3 2024.
  • Naples Money Management left its Intuitive Surgical share count unchanged in Q3 2024.
  • Intuitive Surgical made up 0.05% of Naples Money Management's portfolio in Q3 2024, its #84 holding.
  • Naples Money Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 4 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.