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 $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return