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Steward Financial Group’s Intuitive Surgical ISRG Stock Holding History

Steward Financial 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
2023
Q3 		$24K Buy
85
+33
+63% +$10.3K 0.01% 224
2023
Q2 		$17K Buy
52
+25
+93% +$7.56K 0.01% 269
2023
Q1 		$6K Buy
27
+10
+59% +$2.46K ﹤0.01% 281
2022
Q4 		$4K Buy
+17
New +$4.14K ﹤0.01% 224
2022
Q3 		– Sell
-18
Closed -$3K – 685
2022
Q2 		$3K Buy
+18
New +$4.22K ﹤0.01% 458

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's ISRG Position: Q3 2023 in Review

Steward Financial Group increased its Intuitive Surgical (ISRG) stake by 63% in Q3 2023, buying an estimated $10.3K and bringing the position to 85 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #224.

Steward Financial Group first reported a position in ISRG in Q2 2022 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Steward Financial Group held 85 shares of Intuitive Surgical worth $24K as of Q3 2023.
  • Steward Financial Group bought 33 Intuitive Surgical shares in Q3 2023, an estimated $10.3K.
  • Intuitive Surgical made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #224 holding.
  • Steward Financial Group first reported a position in Intuitive Surgical in Q2 2022 and has held it in 5 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.