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Accel Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Accel Wealth Management’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
Q2 		– Sell
-70
Closed -$17.9K – 516
2023
Q1 		$17.9K Buy
70
+66
+1,650% +$16.3K 0.01% 747
2022
Q4 		$1.06K Hold
4
– – ﹤0.01% 963
2022
Q3 		$1K Hold
4
– – ﹤0.01% 1001
2022
Q2 		$1K Buy
+4
New +$938 ﹤0.01% 962

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's ISRG Position: Q2 2023 in Review

Accel Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 70 shares — an estimated $17.9K sold.

Accel Wealth Management first reported a position in ISRG in Q2 2022 and held it in 4 quarters. The position peaked at $17.9K in Q1 2023. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Accel Wealth Management reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 70 Intuitive Surgical shares in Q2 2023, an estimated $17.9K.
  • Accel Wealth Management first reported a position in Intuitive Surgical in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Intuitive Surgical position peaked at $17.9K in Q1 2023.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.