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Access Financial Services’s Intuitive Surgical ISRG Stock Holding History

Access Financial Services’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
2021
Q1 		– Sell
-1,365
Closed -$372K – 106
2020
Q4 		$372K Hold
1,365
– – 0.18% 77
2020
Q3 		$323K Hold
1,365
– – 0.17% 69
2020
Q2 		$259K Buy
+1,365
New +$245K 0.17% 71

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Access Financial Services's ISRG Position: Q1 2021 in Review

Access Financial Services sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 1,365 shares — an estimated $372K sold.

Access Financial Services first reported a position in ISRG in Q2 2020 and held it in 3 quarters. The position peaked at $372K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Access Financial Services reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Access Financial Services sold 1,365 Intuitive Surgical shares in Q1 2021, an estimated $372K.
  • Access Financial Services first reported a position in Intuitive Surgical in Q2 2020 and held it in 3 quarters.
  • Access Financial Services's Intuitive Surgical position peaked at $372K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Access Financial Services's 13F filing for Q1 2021, filed 23 Apr 2021.