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Advisory Research’s Intuitive Surgical ISRG Stock Holding History

Advisory Research’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
Q4 		– Sell
-1,333
Closed -$390K – 398
2023
Q3 		$390K Buy
1,333
+84
+7% +$26.2K 0.05% 320
2023
Q2 		$427K Buy
+1,249
New +$378K 0.05% 311
2017
Q3 		– Sell
-12,924
Closed -$1.34M – 453
2017
Q2 		$1.34M Sell
12,924
-2,250
-15% -$216K 0.02% 280
2017
Q1 		$1.29M Buy
+15,174
New +$1.2M 0.02% 303
2014
Q2 		– Sell
-1,404
Closed -$68K – 497
2014
Q1 		$68K Buy
+1,404
New +$66.1K ﹤0.01% 616

Other funds holding ISRG

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return