Rockbridge Investment Management’s Intuitive Surgical ISRG Stock Holding History

Rockbridge Investment Management’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	-75	Closed	-$25.3K	–	369
2023 Q4	$25.3K	Buy	+75	New	+$22.4K	﹤0.01%	308
2022 Q3	–	Sell	-75	Closed	-$15.1K	–	342
2022 Q2	$15.1K	Hold	75	–	–	﹤0.01%	327
2022 Q1	$22.9K	Sell	75 -39	-34%	-$11.4K	﹤0.01%	402
2021 Q4	$41K	Hold	114	–	–	0.01%	379
2021 Q3	$38K	Hold	114	–	–	0.01%	362
2021 Q2	$35K	Hold	114	–	–	0.01%	363
2021 Q1	$28K	Buy	114 +39	+52%	+$9.81K	0.01%	368
2020 Q4	$20K	Hold	75	–	–	﹤0.01%	415
2020 Q3	$18K	Hold	75	–	–	﹤0.01%	400
2020 Q2	$14K	Buy	+75	New	+$13.4K	﹤0.01%	388

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

Rockbridge Investment Management's ISRG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 75 shares — an estimated $25.3K sold.

Rockbridge Investment Management first reported a position in ISRG in Q2 2020 and held it in 10 quarters. The position peaked at $41K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Rockbridge Investment Management reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 75 Intuitive Surgical shares in Q1 2024, an estimated $25.3K.
Rockbridge Investment Management first reported a position in Intuitive Surgical in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Intuitive Surgical position peaked at $41K in Q4 2021.
1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.