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Advisor Partners II’s Intuitive Surgical ISRG Stock Holding History

Advisor Partners II’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
Q3 		$4.24M Buy
14,496
+332
+2% +$104K 0.17% 119
2023
Q2 		$4.84M Buy
14,164
+1,211
+9% +$366K 0.23% 81
2023
Q1 		$3.31M Sell
12,953
-15
-0.1% -$3.69K 0.18% 110
2022
Q4 		$3.44M Buy
12,968
+3,944
+44% +$962K 0.21% 95
2022
Q3 		$1.69M Buy
+9,024
New +$1.94M 0.13% 166

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Advisor Partners II's ISRG Position: Q3 2023 in Review

Advisor Partners II increased its Intuitive Surgical (ISRG) stake by 2.3% in Q3 2023, buying an estimated $104K and bringing the position to 14,496 shares worth $4.24M. The position accounts for 0.17% of the portfolio, ranked #119.

Advisor Partners II first reported a position in ISRG in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.84M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Advisor Partners II held 14,496 shares of Intuitive Surgical worth $4.24M as of Q3 2023.
  • Advisor Partners II bought 332 Intuitive Surgical shares in Q3 2023, an estimated $104K.
  • Intuitive Surgical made up 0.17% of Advisor Partners II's portfolio in Q3 2023, its #119 holding.
  • Advisor Partners II first reported a position in Intuitive Surgical in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Intuitive Surgical position peaked at $4.84M in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.