PRS
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Pinkerton Retirement Specialists’s Intuitive Surgical ISRG Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-1,078
Closed -$530K – 145
2024
Q3 		$530K Buy
+1,078
New +$502K 0.08% 96
2023
Q4 		– Sell
-901
Closed -$263K – 145
2023
Q3 		$263K Sell
901
-601
-40% -$188K 0.06% 113
2023
Q2 		$514K Buy
+1,502
New +$454K 0.1% 111

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

Pinkerton Retirement Specialists's ISRG Position: Q4 2024 in Review

Pinkerton Retirement Specialists sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 1,078 shares — an estimated $530K sold.

Pinkerton Retirement Specialists first reported a position in ISRG in Q2 2023 and held it in 3 quarters. The position peaked at $530K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Pinkerton Retirement Specialists reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,078 Intuitive Surgical shares in Q4 2024, an estimated $530K.
  • Pinkerton Retirement Specialists first reported a position in Intuitive Surgical in Q2 2023 and held it in 3 quarters.
  • Pinkerton Retirement Specialists's Intuitive Surgical position peaked at $530K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2024, filed 18 Feb 2025.