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Safeguard Financial’s Intuitive Surgical ISRG Stock Holding History

Safeguard Financial’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
Q4 		– Sell
-508
Closed -$250K – 125
2024
Q3 		$250K Buy
+508
New +$237K 0.06% 103
2023
Q3 		– Sell
-81
Closed -$27K – 303
2023
Q2 		$27K Buy
+81
New +$24.5K 0.01% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Safeguard Financial's ISRG Position: Q4 2024 in Review

Safeguard Financial sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 508 shares — an estimated $250K sold.

Safeguard Financial first reported a position in ISRG in Q2 2023 and held it in 2 quarters. The position peaked at $250K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Safeguard Financial reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 508 Intuitive Surgical shares in Q4 2024, an estimated $250K.
  • Safeguard Financial first reported a position in Intuitive Surgical in Q2 2023 and held it in 2 quarters.
  • Safeguard Financial's Intuitive Surgical position peaked at $250K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.