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Advisor Group’s Intuitive Surgical ISRG Stock Holding History

Advisor Group’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
2019
Q4 		$4.56M Buy
23,151
+210
+0.9% +$39.3K 0.03% 447
2019
Q3 		$4.13M Sell
22,941
-3,873
-14% -$670K 0.03% 474
2019
Q2 		$4.69M Buy
26,814
+1,077
+4% +$185K 0.04% 411
2019
Q1 		$4.89M Sell
25,737
-14,229
-36% -$2.53M 0.04% 376
2018
Q4 		$6.38M Buy
39,966
+2,532
+7% +$429K 0.06% 260
2018
Q3 		$7.16M Buy
37,434
+11,490
+44% +$2.04M 0.07% 233
2018
Q2 		$4.14M Buy
25,944
+1,101
+4% +$168K 0.06% 300
2018
Q1 		$3.42M Sell
24,843
-2,385
-9% -$333K 0.05% 362
2017
Q4 		$3.31M Buy
27,228
+12,666
+87% +$1.59M 0.04% 379
2017
Q3 		$1.69M Buy
14,562
+576
+4% +$62.8K 0.03% 570
2017
Q2 		$1.45M Buy
13,986
+4,221
+43% +$406K 0.03% 589
2017
Q1 		$832K Buy
9,765
+1,413
+17% +$112K 0.02% 802
2016
Q4 		$589K Buy
8,352
+2,241
+37% +$165K 0.01% 922
2016
Q3 		$492K Buy
6,111
+711
+13% +$54.4K 0.01% 983
2016
Q2 		$394K Buy
+5,400
New +$380K 0.01% 1045

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Advisor Group's ISRG Position: Q4 2019 in Review

Advisor Group increased its Intuitive Surgical (ISRG) stake by 0.92% in Q4 2019, buying an estimated $39.3K and bringing the position to 23,151 shares worth $4.56M. The position accounts for 0.03% of the portfolio, ranked #447.

Advisor Group first reported a position in ISRG in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.16M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Advisor Group held 23,151 shares of Intuitive Surgical worth $4.56M as of Q4 2019.
  • Advisor Group bought 210 Intuitive Surgical shares in Q4 2019, an estimated $39.3K.
  • Intuitive Surgical made up 0.03% of Advisor Group's portfolio in Q4 2019, its #447 holding.
  • Advisor Group first reported a position in Intuitive Surgical in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Intuitive Surgical position peaked at $7.16M in Q3 2018.
  • 1,023 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.