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Vicus Capital’s Intuitive Surgical ISRG Stock Holding History

Vicus Capital’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 		– Sell
-1,127
Closed -$501K – 262
2024
Q2 		$501K Buy
1,127
+226
+25% +$90K 0.05% 156
2024
Q1 		$360K Buy
+901
New +$340K 0.03% 187
2023
Q4 		– Sell
-900
Closed -$263K – 231
2023
Q3 		$263K Buy
+900
New +$281K 0.03% 212
2022
Q2 		– Sell
-672
Closed -$203K – 237
2022
Q1 		$203K Sell
672
-202
-23% -$59K 0.02% 220
2021
Q4 		$219K Buy
+874
New +$301K 0.02% 212

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

Vicus Capital's ISRG Position: Q3 2024 in Review

Vicus Capital sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 1,127 shares — an estimated $501K sold.

Vicus Capital first reported a position in ISRG in Q4 2021 and held it in 5 quarters. The position peaked at $501K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Vicus Capital reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Vicus Capital sold 1,127 Intuitive Surgical shares in Q3 2024, an estimated $501K.
  • Vicus Capital first reported a position in Intuitive Surgical in Q4 2021 and held it in 5 quarters.
  • Vicus Capital's Intuitive Surgical position peaked at $501K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Vicus Capital's 13F filing for Q3 2024, filed 21 Oct 2024.