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Sugarloaf Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sugarloaf 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
Q4 		$314K Buy
602
+34
+6% +$17.7K 0.06% 123
2024
Q3 		$279K Buy
568
+34
+6% +$15.8K 0.05% 126
2024
Q2 		$238K Hold
534
– – 0.05% 127
2024
Q1 		$213K Buy
534
+29
+6% +$11K 0.04% 140
2023
Q4 		$170K Buy
505
+17
+3% +$5.07K 0.04% 165
2023
Q3 		$143K Buy
488
+61
+14% +$19.1K 0.04% 176
2023
Q2 		$146K Buy
427
+1
+0.2% +$303 0.03% 172
2023
Q1 		$109K Buy
426
+62
+17% +$15.3K 0.03% 194
2022
Q4 		$96.6K Sell
364
-39
-10% -$9.51K 0.02% 196
2022
Q3 		$76K Sell
403
-68
-14% -$14.6K 0.02% 233
2022
Q2 		$94K Buy
471
+172
+58% +$40.4K 0.02% 197
2022
Q1 		$90K Buy
299
+55
+23% +$16.1K 0.02% 202
2021
Q4 		$88K Buy
244
+106
+77% +$36.5K 0.02% 214
2021
Q3 		$46K Buy
138
+42
+44% +$14.1K 0.01% 279
2021
Q2 		$29K Buy
96
+24
+33% +$6.73K 0.01% 357
2021
Q1 		$18 Hold
72
– – 0.01% 426
2020
Q4 		$20K Hold
72
– – 0.01% 379
2020
Q3 		$17K Hold
72
– – 0.01% 382
2020
Q2 		$14K Hold
72
– – 0.01% 405
2020
Q1 		$12K Hold
72
– – 0.01% 408
2019
Q4 		$14K Buy
+72
New +$13.5K 0.01% 426

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

Sugarloaf Wealth Management's ISRG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Intuitive Surgical (ISRG) stake by 6% in Q4 2024, buying an estimated $17.7K and bringing the position to 602 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #123.

Sugarloaf Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 21 quarters since. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Sugarloaf Wealth Management held 602 shares of Intuitive Surgical worth $314K as of Q4 2024.
  • Sugarloaf Wealth Management bought 34 Intuitive Surgical shares in Q4 2024, an estimated $17.7K.
  • Intuitive Surgical made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #123 holding.
  • Sugarloaf Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 21 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.