Provence Wealth Management Group’s Intuitive Surgical ISRG Stock Holding History

Provence Wealth Management Group’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 Q4	$276K	Buy	+819	New	+$244K	0.15%	129

Other funds holding ISRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Provence Wealth Management Group's ISRG Position: Q4 2023 in Review

Provence Wealth Management Group opened a new position in Intuitive Surgical (ISRG) in Q4 2023: 819 shares worth $276K. The stake represents 0.15% of the portfolio and ranks #129 among its holdings.

1,675 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Provence Wealth Management Group held 819 shares of Intuitive Surgical worth $276K as of Q4 2023.
Intuitive Surgical was a new Provence Wealth Management Group position in Q4 2023.
Intuitive Surgical made up 0.15% of Provence Wealth Management Group's portfolio in Q4 2023, its #129 holding.
1,675 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.