WR Wealth Planners’s Intuitive Surgical ISRG Stock Holding History

WR Wealth Planners’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	$176K	Sell	338 -399	-54%	-$208K	0.06%	169
2024 Q3	$362K	Buy	737 +30	+4%	+$14K	0.1%	126
2024 Q2	$315K	Buy	707 +56	+9%	+$22.3K	0.1%	130
2024 Q1	$260K	Sell	651 -30	-4%	-$11.3K	0.08%	147
2023 Q4	$230K	Sell	681 -2	-0.3%	-$596	0.09%	164
2023 Q3	$200K	Sell	683 -21	-3%	-$6.56K	0.08%	170
2023 Q2	$241K	Buy	704 +6	+0.9%	+$1.81K	0.09%	150
2023 Q1	$178K	Buy	698 +224	+47%	+$55.2K	0.08%	168
2022 Q4	$126K	Buy	474 +2	+0.4%	+$488	0.08%	124
2022 Q3	$88.5K	Sell	472 -4	-0.8%	-$859	0.06%	134
2022 Q2	$95.5K	Buy	476 +37	+8%	+$8.68K	0.06%	135
2022 Q1	$132K	Buy	+439	New	+$128K	0.08%	120

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

WR Wealth Planners's ISRG Position: Q4 2024 in Review

WR Wealth Planners reduced its Intuitive Surgical (ISRG) stake by 54% in Q4 2024, selling an estimated $208K and leaving 338 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #169.

WR Wealth Planners first reported a position in ISRG in Q1 2022 and has held it in 12 quarters since. The position peaked at $362K in Q3 2024. 2,130 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

WR Wealth Planners held 338 shares of Intuitive Surgical worth $176K as of Q4 2024.
WR Wealth Planners sold 399 Intuitive Surgical shares in Q4 2024, an estimated $208K.
Intuitive Surgical made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #169 holding.
WR Wealth Planners first reported a position in Intuitive Surgical in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Intuitive Surgical position peaked at $362K in Q3 2024.
2,130 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.