Prio Wealth Limited Partnership’s Intuitive Surgical ISRG Stock Holding History

Prio Wealth Limited Partnership’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	$253K	Hold	515	–	–	0.01%	235
2024 Q2	$229K	Sell	515 -379	-42%	-$151K	0.01%	241
2024 Q1	$357K	Buy	894 +111	+14%	+$41.9K	0.01%	216
2023 Q4	$264K	Hold	783	–	–	0.01%	228
2023 Q3	$229K	Buy	783 +75	+11%	+$23.4K	0.01%	235
2023 Q2	$242K	Buy	+708	New	+$214K	0.01%	229
2023 Q1	–	Sell	-813	Closed	-$216K	–	251
2022 Q4	$216K	Buy	+813	New	+$198K	0.01%	240
2022 Q2	–	Sell	-720	Closed	-$217K	–	257
2022 Q1	$217K	Hold	720	–	–	0.01%	253
2021 Q4	$259K	Hold	720	–	–	0.01%	251
2021 Q3	$239K	Hold	720	–	–	0.01%	249
2021 Q2	$221K	Buy	+720	New	+$202K	0.01%	267
2021 Q1	–	Sell	-795	Closed	-$217K	–	278
2020 Q4	$217K	Buy	+795	New	+$197K	0.01%	265
2014 Q2	–	Sell	-12,375	Closed	-$602K	–	257
2014 Q1	$602K	Hold	12,375	–	–	0.03%	169
2013 Q4	$528K	Hold	12,375	–	–	0.03%	176
2013 Q3	$517K	Hold	12,375	–	–	0.03%	174
2013 Q2	$695K	Buy	+12,375	New	+$682K	0.04%	159

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prio Wealth Limited Partnership's ISRG Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Intuitive Surgical (ISRG) position steady in Q3 2024 at 515 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #235.

Prio Wealth Limited Partnership first reported a position in ISRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $695K in Q2 2013. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Prio Wealth Limited Partnership held 515 shares of Intuitive Surgical worth $253K as of Q3 2024.
Prio Wealth Limited Partnership left its Intuitive Surgical share count unchanged in Q3 2024.
Intuitive Surgical made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #235 holding.
Prio Wealth Limited Partnership first reported a position in Intuitive Surgical in Q2 2013 and has held it in 16 quarters since.
Prio Wealth Limited Partnership's Intuitive Surgical position peaked at $695K in Q2 2013.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.