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Advisor Partners’s Intuitive Surgical ISRG Stock Holding History

Advisor Partners’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
2022
Q2 		$1.57M Sell
7,844
-529
-6% -$124K 0.11% 197
2022
Q1 		$2.53M Buy
8,373
+356
+4% +$104K 0.16% 130
2021
Q4 		$2.88M Buy
8,017
+97
+1% +$33.4K 0.17% 107
2021
Q3 		$2.63M Sell
7,920
-153
-2% -$51.4K 0.18% 110
2021
Q2 		$2.48M Buy
8,073
+54
+0.7% +$15.1K 0.16% 119
2021
Q1 		$1.98M Sell
8,019
-309
-4% -$77.7K 0.14% 147
2020
Q4 		$2.27M Buy
8,328
+162
+2% +$40.2K 0.17% 120
2020
Q3 		$1.93M Sell
8,166
-66
-0.8% -$14.8K 0.17% 122
2020
Q2 		$1.56M Buy
8,232
+969
+13% +$174K 0.15% 140
2020
Q1 		$1.2M Sell
7,263
-420
-5% -$76.9K 0.14% 145
2019
Q4 		$1.53M Buy
7,683
+141
+2% +$26.4K 0.16% 136
2019
Q3 		$1.36M Buy
7,542
+1,056
+16% +$183K 0.16% 135
2019
Q2 		$1.13M Sell
6,486
-627
-9% -$107K 0.14% 148
2019
Q1 		$1.35M Buy
7,113
+36
+0.5% +$6.4K 0.17% 113
2018
Q4 		$1.13M Buy
7,077
+579
+9% +$98.1K 0.18% 120
2018
Q3 		$1.24M Buy
6,498
+21
+0.3% +$3.73K 0.17% 116
2018
Q2 		$1.03M Buy
6,477
+267
+4% +$40.7K 0.17% 126
2018
Q1 		$855K Buy
6,210
+174
+3% +$24.3K 0.16% 143
2017
Q4 		$872K Buy
6,036
+15
+0.2% +$1.88K 0.16% 145
2017
Q3 		$700K Sell
6,021
-117
-2% -$12.7K 0.14% 163
2017
Q2 		$638K Buy
6,138
+603
+11% +$58K 0.15% 170
2017
Q1 		$471K Buy
5,535
+1,017
+23% +$80.3K 0.13% 201
2016
Q4 		$318K Buy
4,518
+225
+5% +$16.5K 0.1% 263
2016
Q3 		$346K Sell
4,293
-288
-6% -$22.1K 0.12% 208
2016
Q2 		$337K Buy
4,581
+288
+7% +$20.3K 0.12% 207
2016
Q1 		$287K Buy
4,293
+396
+10% +$24.5K 0.11% 223
2015
Q4 		$236K Buy
+3,897
New +$219K 0.08% 266

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisor Partners's ISRG Position: Q2 2022 in Review

Advisor Partners reduced its Intuitive Surgical (ISRG) stake by 6.3% in Q2 2022, selling an estimated $124K and leaving 7,844 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #197.

Advisor Partners first reported a position in ISRG in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.88M in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Advisor Partners held 7,844 shares of Intuitive Surgical worth $1.57M as of Q2 2022.
  • Advisor Partners sold 529 Intuitive Surgical shares in Q2 2022, an estimated $124K.
  • Intuitive Surgical made up 0.11% of Advisor Partners's portfolio in Q2 2022, its #197 holding.
  • Advisor Partners first reported a position in Intuitive Surgical in Q4 2015 and has held it in 27 quarters since.
  • Advisor Partners's Intuitive Surgical position peaked at $2.88M in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.