SA
ISRG icon

SpiderRock Advisors’s Intuitive Surgical ISRG Stock Holding History

SpiderRock Advisors’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 		$884K Hold
1,800
– – 0.01% 499
2024
Q2 		$801K Hold
1,800
– – 0.02% 454
2024
Q1 		$707K Buy
+1,800
New +$680K 0.02% 456
2023
Q4 		– Hold
0
– – – 127
2023
Q3 		– Hold
0
– – – 115
2023
Q2 		– Hold
0
– – – 112
2023
Q1 		– Hold
0
– – – 93
2022
Q4 		– Hold
0
– – – 91
2022
Q3 		– Hold
0
– – – 90
2022
Q2 		– Hold
0
– – – 84
2022
Q1 		– Hold
0
– – – 80
2021
Q4 		– Hold
0
– – – 81
2017
Q2 		– Hold
0
– -$12K – 1022
2017
Q1 		– Hold
0
– – – 775

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

SpiderRock Advisors's ISRG Position: Q3 2024 in Review

SpiderRock Advisors increased its Intuitive Surgical (ISRG) stake by 34% in Q3 2024, buying an estimated $372K and bringing the position to 3,174 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #373.

SpiderRock Advisors first reported a position in ISRG in Q1 2024 and has held it in 3 quarters since. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • SpiderRock Advisors held 3,174 shares of Intuitive Surgical worth $1.56M as of Q3 2024.
  • SpiderRock Advisors bought 800 Intuitive Surgical shares in Q3 2024, an estimated $372K.
  • Intuitive Surgical made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #373 holding.
  • SpiderRock Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 3 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.