AIM
ISRG icon

Advantage Investment Management’s Intuitive Surgical ISRG Stock Holding History

Advantage Investment 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
2018
Q4 		– Sell
-75
Closed -$14K – 1028
2018
Q3 		$14K Sell
75
-312
-81% -$55.4K 0.01% 643
2018
Q2 		$62K Hold
387
– – 0.05% 334
2018
Q1 		$53K Sell
387
-9
-2% -$1.26K 0.02% 374
2017
Q4 		$48K Sell
396
-171
-30% -$21.4K 0.01% 405
2017
Q3 		$66K Hold
567
– – 0.02% 342
2017
Q2 		$59K Buy
567
+9
+2% +$865 0.02% 329
2017
Q1 		$48K Buy
558
+27
+5% +$2.13K 0.02% 353
2016
Q4 		$37K Hold
531
– – 0.01% 393
2016
Q3 		$43K Buy
+531
New +$40.7K 0.02% 351

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return