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Peninsula Wealth’s Intuitive Surgical ISRG Stock Holding History

Peninsula Wealth’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 		$227K Buy
+435
New +$227K 0.04% 97

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

Peninsula Wealth's ISRG Position: Q4 2024 in Review

Peninsula Wealth opened a new position in Intuitive Surgical (ISRG) in Q4 2024: 435 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #97 among its holdings.

2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Peninsula Wealth held 435 shares of Intuitive Surgical worth $227K as of Q4 2024.
  • Intuitive Surgical was a new Peninsula Wealth position in Q4 2024.
  • Intuitive Surgical made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #97 holding.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.