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PFS Investments’s Intuitive Surgical ISRG Stock Holding History

PFS Investments’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
2023
Q2 		$10M Buy
29,282
+22,279
+318% +$6.74M 0.16% 132
2023
Q1 		$1.8M Buy
7,003
+4,509
+181% +$1.11M 0.03% 325
2022
Q4 		$662K Buy
2,494
+289
+13% +$70.5K 0.01% 356
2022
Q3 		$413K Buy
2,205
+301
+16% +$64.6K 0.01% 364
2022
Q2 		$382K Buy
1,904
+286
+18% +$67.1K 0.01% 373
2022
Q1 		$488K Buy
1,618
+647
+67% +$189K 0.01% 364
2021
Q4 		$349K Buy
+971
New +$334K 0.01% 367

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's ISRG Position: Q2 2023 in Review

PFS Investments increased its Intuitive Surgical (ISRG) stake by 318% in Q2 2023, buying an estimated $6.74M and bringing the position to 29,282 shares worth $10M. The position accounts for 0.16% of the portfolio, ranked #132.

PFS Investments first reported a position in ISRG in Q4 2021 and has held it in 7 quarters since. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • PFS Investments held 29,282 shares of Intuitive Surgical worth $10M as of Q2 2023.
  • PFS Investments bought 22,279 Intuitive Surgical shares in Q2 2023, an estimated $6.74M.
  • Intuitive Surgical made up 0.16% of PFS Investments's portfolio in Q2 2023, its #132 holding.
  • PFS Investments first reported a position in Intuitive Surgical in Q4 2021 and has held it in 7 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.