Westwood Management Corporation’s Intuitive Surgical ISRG Stock Holding History

Westwood Management Corporation’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	$708K	Sell	2,100 -13,000	-86%	-$3.88M	0.26%	22
2023 Q3	$4.41M	Hold	15,100	–	–	0.63%	20
2023 Q2	$5.16M	Buy	15,100 +14,100	+1,410%	+$4.27M	0.67%	21
2023 Q1	$255K	Hold	1,000	–	–	0.03%	63
2022 Q4	$265K	Buy	+1,000	New	+$244K	0.04%	63
2022 Q3	–	Sell	-1,000	Closed	-$201K	–	75
2022 Q2	$201K	Buy	+1,000	New	+$235K	0.03%	69
2020 Q3	–	Sell	-9,000	Closed	-$1.71M	–	69
2020 Q2	$1.71M	Hold	9,000	–	–	0.18%	28
2020 Q1	$1.49M	Hold	9,000	–	–	0.2%	25
2019 Q4	$1.77M	Hold	9,000	–	–	0.21%	28
2019 Q3	$1.62M	Hold	9,000	–	–	0.21%	29
2019 Q2	$1.57M	Sell	9,000 -30,600	-77%	-$5.24M	0.2%	31
2019 Q1	$7.53M	Buy	39,600 +7,200	+22%	+$1.28M	1.02%	22
2018 Q4	$5.17M	Hold	32,400	–	–	0.82%	23
2018 Q3	$6.2M	Hold	32,400	–	–	0.76%	23
2018 Q2	$5.17M	Buy	32,400 +20,700	+177%	+$3.16M	0.69%	23
2018 Q1	$1.61M	Hold	11,700	–	–	0.23%	32
2017 Q4	$1.42M	Hold	11,700	–	–	0.2%	34
2017 Q3	$1.36M	Hold	11,700	–	–	0.2%	35
2017 Q2	$1.22M	Hold	11,700	–	–	0.19%	33
2017 Q1	$996K	Hold	11,700	–	–	0.17%	36
2016 Q4	$824K	Hold	11,700	–	–	0.16%	39
2016 Q3	$942K	Hold	11,700	–	–	0.17%	37
2016 Q2	$860K	Hold	11,700	–	–	0.16%	38
2016 Q1	$781K	Hold	11,700	–	–	0.15%	41
2015 Q4	$710K	Buy	+11,700	New	+$657K	0.13%	44

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

Westwood Management Corporation's ISRG Position: Q4 2023 in Review

Westwood Management Corporation reduced its Intuitive Surgical (ISRG) stake by 86% in Q4 2023, selling an estimated $3.88M and leaving 2,100 shares worth $708K. The position accounts for 0.26% of the portfolio, ranked #22.

Westwood Management Corporation first reported a position in ISRG in Q4 2015 and has held it in 25 quarters since. The position peaked at $7.53M in Q1 2019. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Westwood Management Corporation held 2,100 shares of Intuitive Surgical worth $708K as of Q4 2023.
Westwood Management Corporation sold 13,000 Intuitive Surgical shares in Q4 2023, an estimated $3.88M.
Intuitive Surgical made up 0.26% of Westwood Management Corporation's portfolio in Q4 2023, its #22 holding.
Westwood Management Corporation first reported a position in Intuitive Surgical in Q4 2015 and has held it in 25 quarters since.
Westwood Management Corporation's Intuitive Surgical position peaked at $7.53M in Q1 2019.
1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.