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Steward Partners Investment Solutions’s Intuitive Surgical ISRG Stock Holding History

Steward Partners Investment Solutions’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 		$330K Buy
827
+56
+7% +$21.2K 0.06% 200
2023
Q4 		$260K Buy
+771
New +$230K 0.11% 122

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Capital World Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Partners Investment Solutions's ISRG Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Intuitive Surgical (ISRG) stake by 7.3% in Q1 2024, buying an estimated $21.2K and bringing the position to 827 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #200.

Steward Partners Investment Solutions first reported a position in ISRG in Q4 2023 and has held it in 2 quarters since. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Steward Partners Investment Solutions held 827 shares of Intuitive Surgical worth $330K as of Q1 2024.
  • Steward Partners Investment Solutions bought 56 Intuitive Surgical shares in Q1 2024, an estimated $21.2K.
  • Intuitive Surgical made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #200 holding.
  • Steward Partners Investment Solutions first reported a position in Intuitive Surgical in Q4 2023 and has held it in 2 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.