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Wintrust Investments’s Intuitive Surgical ISRG Stock Holding History

Wintrust Investments’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 		$2.24M Sell
4,298
-201
-4% -$105K 1.97% 13
2024
Q3 		$2.21M Sell
4,499
-41,462
-90% -$19.3M 1.64% 14
2024
Q2 		$20.4M Buy
45,961
+5,669
+14% +$2.26M 1.66% 14
2024
Q1 		$16.1M Buy
40,292
+1,696
+4% +$641K 1.42% 12
2023
Q4 		$13M Buy
38,596
+2,682
+7% +$799K 1.26% 13
2023
Q3 		$10.5M Sell
35,914
-9,614
-21% -$3M 1.1% 16
2023
Q2 		$15.6M Buy
45,528
+5,915
+15% +$1.79M 1.56% 12
2023
Q1 		$10.1M Buy
+39,613
New +$9.76M 1.29% 14
2022
Q4 		– Sell
-22,955
Closed -$4.3M – 389
2022
Q3 		$4.3M Buy
22,955
+11,000
+92% +$2.36M 0.54% 39
2022
Q2 		$2.4M Sell
11,955
-31,180
-72% -$7.31M 0.29% 60
2022
Q1 		$13M Sell
43,135
-6,959
-14% -$2.03M 1.25% 14
2021
Q4 		$18M Buy
50,094
+29,673
+145% +$10.2M 1.71% 12
2021
Q3 		$6.77M Buy
+20,421
New +$6.86M 0.91% 21

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wintrust Investments's ISRG Position: Q4 2024 in Review

Wintrust Investments reduced its Intuitive Surgical (ISRG) stake by 4.5% in Q4 2024, selling an estimated $105K and leaving 4,298 shares worth $2.24M. The position accounts for 1.97% of the portfolio, ranked #13.

Wintrust Investments first reported a position in ISRG in Q3 2021 and has held it in 13 quarters since. The position peaked at $20.4M in Q2 2024. 2,135 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Wintrust Investments held 4,298 shares of Intuitive Surgical worth $2.24M as of Q4 2024.
  • Wintrust Investments sold 201 Intuitive Surgical shares in Q4 2024, an estimated $105K.
  • Intuitive Surgical made up 1.97% of Wintrust Investments's portfolio in Q4 2024, its #13 holding.
  • Wintrust Investments first reported a position in Intuitive Surgical in Q3 2021 and has held it in 13 quarters since.
  • Wintrust Investments's Intuitive Surgical position peaked at $20.4M in Q2 2024.
  • 2,135 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.