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Regal Partners’s Intuitive Surgical ISRG Stock Holding History

Regal 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
Q1 		– Sell
-7,693
Closed -$2.6M – 53
2023
Q4 		$2.6M Buy
7,693
+493
+7% +$147K 0.28% 31
2023
Q3 		$2.1M Sell
7,200
-7,600
-51% -$2.37M 0.47% 29
2023
Q2 		$5.06M Buy
14,800
+5,800
+64% +$1.75M 1.1% 18
2023
Q1 		$2.3M Buy
+9,000
New +$2.22M 0.45% 25
2022
Q4 		– Sell
-16,554
Closed -$3.1M – 42
2022
Q3 		$3.1M Sell
16,554
-26,127
-61% -$5.61M 0.65% 20
2022
Q2 		$8.57M Buy
42,681
+28,806
+208% +$6.76M 1.46% 15
2022
Q1 		$4.19M Buy
+13,875
New +$4.05M 0.54% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Partners's ISRG Position: Q1 2024 in Review

Regal Partners sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 7,693 shares — an estimated $2.6M sold.

Regal Partners first reported a position in ISRG in Q1 2022 and held it in 7 quarters. The position peaked at $8.57M in Q2 2022. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Regal Partners reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Regal Partners sold 7,693 Intuitive Surgical shares in Q1 2024, an estimated $2.6M.
  • Regal Partners first reported a position in Intuitive Surgical in Q1 2022 and held it in 7 quarters.
  • Regal Partners's Intuitive Surgical position peaked at $8.57M in Q2 2022.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Regal Partners's 13F filing for Q1 2024, filed 13 May 2024.