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Passumpsic Savings Bank’s Intuitive Surgical ISRG Stock Holding History

Passumpsic Savings Bank’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 		$4.05M Sell
7,763
-226
-3% -$118K 2.53% 10
2024
Q3 		$3.92M Sell
7,989
-215
-3% -$100K 2.58% 9
2024
Q2 		$3.65M Sell
8,204
-121
-1% -$48.2K 2.62% 10
2024
Q1 		$3.32M Buy
+8,325
New +$3.15M 2.12% 14

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

Passumpsic Savings Bank's ISRG Position: Q4 2024 in Review

Passumpsic Savings Bank reduced its Intuitive Surgical (ISRG) stake by 2.8% in Q4 2024, selling an estimated $118K and leaving 7,763 shares worth $4.05M. The position accounts for 2.53% of the portfolio, ranked #10.

Passumpsic Savings Bank first reported a position in ISRG in Q1 2024 and has held it in 4 quarters since. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Passumpsic Savings Bank held 7,763 shares of Intuitive Surgical worth $4.05M as of Q4 2024.
  • Passumpsic Savings Bank sold 226 Intuitive Surgical shares in Q4 2024, an estimated $118K.
  • Intuitive Surgical made up 2.53% of Passumpsic Savings Bank's portfolio in Q4 2024, its #10 holding.
  • Passumpsic Savings Bank first reported a position in Intuitive Surgical in Q1 2024 and has held it in 4 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.