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TrinityPoint Wealth’s Intuitive Surgical ISRG Stock Holding History

TrinityPoint Wealth’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 		$716K Buy
1,371
+253
+23% +$132K 0.1% 188
2024
Q3 		$549K Buy
1,118
+6
+0.5% +$2.79K 0.08% 215
2024
Q2 		$495K Sell
1,112
-113
-9% -$45K 0.08% 204
2024
Q1 		$489K Buy
1,225
+144
+13% +$54.4K 0.08% 200
2023
Q4 		$365K Buy
1,081
+191
+21% +$56.9K 0.07% 221
2023
Q3 		$260K Buy
890
+28
+3% +$8.74K 0.05% 241
2023
Q2 		$295K Buy
862
+8
+0.9% +$2.42K 0.06% 225
2023
Q1 		$218K Sell
854
-498
-37% -$123K 0.05% 251
2022
Q4 		$359K Buy
+1,352
New +$330K 0.08% 200
2022
Q2 		– Sell
-1,488
Closed -$449K – 294
2022
Q1 		$449K Buy
1,488
+131
+10% +$38.3K 0.08% 198
2021
Q4 		$488K Buy
1,357
+145
+12% +$49.9K 0.09% 188
2021
Q3 		$402K Buy
+1,212
New +$407K 0.08% 206
2020
Q3 		– Sell
-1,551
Closed -$295K – 221
2020
Q2 		$295K Buy
+1,551
New +$278K 0.09% 168
2020
Q1 		– Sell
-1,326
Closed -$261K – 202
2019
Q4 		$261K Buy
1,326
+111
+9% +$20.8K 0.09% 183
2019
Q3 		$227K Buy
+1,215
New +$210K 0.08% 192

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

TrinityPoint Wealth's ISRG Position: Q4 2024 in Review

TrinityPoint Wealth increased its Intuitive Surgical (ISRG) stake by 23% in Q4 2024, buying an estimated $132K and bringing the position to 1,371 shares worth $716K. The position accounts for 0.1% of the portfolio, ranked #188.

TrinityPoint Wealth first reported a position in ISRG in Q3 2019 and has held it in 15 quarters since. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • TrinityPoint Wealth held 1,371 shares of Intuitive Surgical worth $716K as of Q4 2024.
  • TrinityPoint Wealth bought 253 Intuitive Surgical shares in Q4 2024, an estimated $132K.
  • Intuitive Surgical made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #188 holding.
  • TrinityPoint Wealth first reported a position in Intuitive Surgical in Q3 2019 and has held it in 15 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.