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Private Portfolio Partners’s Intuitive Surgical ISRG Stock Holding History

Private Portfolio Partners’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 		$924K Buy
1,770
+82
+5% +$42.7K 0.17% 103
2024
Q3 		$829K Buy
+1,688
New +$786K 0.16% 110
2024
Q2 		– Sell
-1,663
Closed -$664K – 161
2024
Q1 		$664K Buy
1,663
+19
+1% +$7.18K 0.14% 122
2023
Q4 		$555K Hold
1,644
– – 0.13% 134
2023
Q3 		$481K Buy
1,644
+5
+0.3% +$1.56K 0.12% 136
2023
Q2 		$560K Sell
1,639
-145
-8% -$43.9K 0.14% 119
2023
Q1 		$456K Sell
1,784
-225
-11% -$55.4K 0.12% 139
2022
Q4 		$533K Sell
2,009
-730
-27% -$178K 0.14% 133
2022
Q3 		$513K Hold
2,739
– – 0.15% 130
2022
Q2 		$550K Buy
2,739
+50
+2% +$11.7K 0.15% 120
2022
Q1 		$811K Buy
2,689
+10
+0.4% +$2.92K 0.2% 97
2021
Q4 		$963K Buy
2,679
+135
+5% +$46.4K 0.25% 87
2021
Q3 		$843K Hold
2,544
– – 0.24% 91
2021
Q2 		$780K Hold
2,544
– – 0.23% 94
2021
Q1 		$627K Buy
2,544
+759
+43% +$191K 0.2% 101
2020
Q4 		$487K Buy
1,785
+9
+0.5% +$2.23K 0.17% 117
2020
Q3 		$420K Hold
1,776
– – 0.17% 124
2020
Q2 		$337K Sell
1,776
-57
-3% -$10.2K 0.16% 129
2020
Q1 		$303K Buy
1,833
+639
+54% +$117K 0.16% 133
2019
Q4 		$236K Hold
1,194
– – 0.1% 174
2019
Q3 		$215K Sell
1,194
-153
-11% -$26.5K 0.1% 181
2019
Q2 		$236K Buy
+1,347
New +$231K 0.1% 196

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

Private Portfolio Partners's ISRG Position: Q4 2024 in Review

Private Portfolio Partners increased its Intuitive Surgical (ISRG) stake by 4.9% in Q4 2024, buying an estimated $42.7K and bringing the position to 1,770 shares worth $924K. The position accounts for 0.17% of the portfolio, ranked #103.

Private Portfolio Partners first reported a position in ISRG in Q2 2019 and has held it in 22 quarters since. The position peaked at $963K in Q4 2021. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Private Portfolio Partners held 1,770 shares of Intuitive Surgical worth $924K as of Q4 2024.
  • Private Portfolio Partners bought 82 Intuitive Surgical shares in Q4 2024, an estimated $42.7K.
  • Intuitive Surgical made up 0.17% of Private Portfolio Partners's portfolio in Q4 2024, its #103 holding.
  • Private Portfolio Partners first reported a position in Intuitive Surgical in Q2 2019 and has held it in 22 quarters since.
  • Private Portfolio Partners's Intuitive Surgical position peaked at $963K in Q4 2021.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.