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XR Securities’s Intuitive Surgical ISRG Stock Holding History

XR Securities’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
Q1 		– Sell
-1,364
Closed -$515K – 386
2023
Q4 		$460K Buy
+1,364
New +$407K 0.02% 275
2020
Q4 		– Sell
-1,401
Closed -$331K – 455
2020
Q3 		$331K Buy
+1,401
New +$315K 0.03% 85
2019
Q1 		– Sell
-4,770
Closed -$761K – 346
2018
Q4 		$761K Sell
4,770
-909
-16% -$154K 0.33% 40
2018
Q3 		$1.09M Buy
5,679
+3,624
+176% +$644K 0.28% 40
2018
Q2 		$328K Buy
+2,055
New +$313K 0.12% 92

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XR Securities's ISRG Position: Q1 2024 in Review

XR Securities sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1,364 shares — an estimated $515K sold.

XR Securities first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $1.09M in Q3 2018. 1,743 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • XR Securities reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • XR Securities sold 1,364 Intuitive Surgical shares in Q1 2024, an estimated $515K.
  • XR Securities first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • XR Securities's Intuitive Surgical position peaked at $1.09M in Q3 2018.
  • 1,743 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on XR Securities's 13F filing for Q1 2024, filed 8 May 2024.