Retirement Group’s Intuitive Surgical ISRG Stock Holding History

Retirement 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 Q1	$3.59K	Sell	9 -1	-10%	-$378	﹤0.01%	600
2023 Q4	$3.37K	Buy	10 +5	+100%	+$1.49K	﹤0.01%	580
2023 Q3	$1.46K	Sell	5 -9	-64%	-$2.81K	﹤0.01%	611
2023 Q2	$4.79K	Hold	14	–	–	﹤0.01%	514
2023 Q1	$4K	Buy	14 +9	+180%	+$2.22K	﹤0.01%	518
2022 Q4	$1K	Buy	5 +4	+400%	+$975	﹤0.01%	578
2022 Q3	$0	Sell	1 -8	-89%	-$1.72K	﹤0.01%	648
2022 Q2	$2K	Buy	9 +4	+80%	+$938	﹤0.01%	622
2022 Q1	$2K	Buy	+5	New	+$1.46K	﹤0.01%	628
2021 Q2	–	Sell	-1,467	Closed	-$361K	–	717
2021 Q1	$361K	Sell	1,467 -21	-1%	-$5.28K	0.16%	86
2020 Q4	$405K	Hold	1,488	–	–	0.19%	80
2020 Q3	$352K	Buy	1,488 +117	+9%	+$26.3K	0.2%	87
2020 Q2	$260K	Buy	+1,371	New	+$246K	0.16%	94
2019 Q4	$477K	Buy	+2,421	New	+$453K	0.31%	60

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Retirement Group's ISRG Position: Q1 2024 in Review

Retirement Group reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2024, selling an estimated $378 and leaving 9 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Retirement Group first reported a position in ISRG in Q4 2019 and has held it in 14 quarters since. The position peaked at $477K in Q4 2019. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Retirement Group held 9 shares of Intuitive Surgical worth $3.59K as of Q1 2024.
Retirement Group sold 1 Intuitive Surgical share in Q1 2024, an estimated $378.
Intuitive Surgical made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #600 holding.
Retirement Group first reported a position in Intuitive Surgical in Q4 2019 and has held it in 14 quarters since.
Retirement Group's Intuitive Surgical position peaked at $477K in Q4 2019.
1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.