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Silvia McColl Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Silvia McColl Wealth 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
Q3 		– Sell
-725
Closed -$323K – 113
2024
Q2 		$323K Sell
725
-2
-0.3% -$797 0.27% 78
2024
Q1 		$282K Sell
727
-15
-2% -$5.67K 0.24% 82
2023
Q4 		$250K Buy
+742
New +$221K 0.23% 84
2023
Q3 		– Sell
-742
Closed -$254K – 105
2023
Q2 		$254K Buy
+742
New +$225K 0.24% 88
2023
Q1 		– Sell
-977
Closed -$259K – 104
2022
Q4 		$259K Buy
+977
New +$238K 0.25% 88

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

Silvia McColl Wealth Management's ISRG Position: Q3 2024 in Review

Silvia McColl Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 725 shares — an estimated $323K sold.

Silvia McColl Wealth Management first reported a position in ISRG in Q4 2022 and held it in 5 quarters. The position peaked at $323K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Silvia McColl Wealth Management reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Silvia McColl Wealth Management sold 725 Intuitive Surgical shares in Q3 2024, an estimated $323K.
  • Silvia McColl Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and held it in 5 quarters.
  • Silvia McColl Wealth Management's Intuitive Surgical position peaked at $323K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2024, filed 3 Oct 2024.