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Planning Capital Management Corporation’s Intuitive Surgical ISRG Stock Holding History

Planning Capital Management Corporation’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 		$93.3K Buy
190
+30
+19% +$14K 0.06% 139
2024
Q2 		$71.2K Hold
160
– – 0.05% 166
2024
Q1 		$63.9K Hold
160
– – 0.05% 176
2023
Q4 		$54K Buy
+160
New +$47.7K 0.04% 189

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

Planning Capital Management Corporation's ISRG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Intuitive Surgical (ISRG) stake by 19% in Q3 2024, buying an estimated $14K and bringing the position to 190 shares worth $93.3K. The position accounts for 0.06% of the portfolio, ranked #139.

Planning Capital Management Corporation first reported a position in ISRG in Q4 2023 and has held it in 4 quarters since. 1,951 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Planning Capital Management Corporation held 190 shares of Intuitive Surgical worth $93.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 30 Intuitive Surgical shares in Q3 2024, an estimated $14K.
  • Intuitive Surgical made up 0.06% of Planning Capital Management Corporation's portfolio in Q3 2024, its #139 holding.
  • Planning Capital Management Corporation first reported a position in Intuitive Surgical in Q4 2023 and has held it in 4 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.