WealthSource Partners’s Intuitive Surgical ISRG Stock Holding History

WealthSource Partners’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 Q4	$207K	Buy	+613	New	+$183K	0.01%	476

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthSource Partners's ISRG Position: Q4 2023 in Review

WealthSource Partners opened a new position in Intuitive Surgical (ISRG) in Q4 2023: 613 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

WealthSource Partners held 613 shares of Intuitive Surgical worth $207K as of Q4 2023.
Intuitive Surgical was a new WealthSource Partners position in Q4 2023.
Intuitive Surgical made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #476 holding.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.