Relative Value Partners Group’s Intuitive Surgical ISRG Stock Holding History

Relative Value Partners 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
2024 Q2	$2.05M	Buy	+4,609	New	+$1.84M	0.27%	88

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 $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Relative Value Partners Group's ISRG Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Intuitive Surgical (ISRG) in Q2 2024: 4,609 shares worth $2.05M. The stake represents 0.27% of the portfolio and ranks #88 among its holdings.

1,825 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

Relative Value Partners Group held 4,609 shares of Intuitive Surgical worth $2.05M as of Q2 2024.
Intuitive Surgical was a new Relative Value Partners Group position in Q2 2024.
Intuitive Surgical made up 0.27% of Relative Value Partners Group's portfolio in Q2 2024, its #88 holding.
1,825 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.