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Altium Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Altium Wealth Management’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 		$334K Sell
1,662
-3,125
-65% -$733K 0.02% 288
2022
Q1 		$1.44M Buy
4,787
+900
+23% +$263K 0.09% 123
2021
Q4 		$1.4M Buy
3,887
+239
+7% +$82.2K 0.09% 114
2021
Q3 		$1.21M Buy
3,648
+96
+3% +$32.2K 0.09% 112
2021
Q2 		$1.09M Buy
3,552
+420
+13% +$118K 0.08% 118
2021
Q1 		$771K Buy
3,132
+876
+39% +$220K 0.06% 147
2020
Q4 		$615K Buy
2,256
+381
+20% +$94.6K 0.05% 158
2020
Q3 		$443K Buy
1,875
+72
+4% +$16.2K 0.05% 194
2020
Q2 		$342K Buy
1,803
+30
+2% +$5.38K 0.04% 250
2020
Q1 		$293K Buy
1,773
+246
+16% +$45.1K 0.04% 217
2019
Q4 		$301K Buy
1,527
+102
+7% +$19.1K 0.04% 217
2019
Q3 		$256K Hold
1,425
– – 0.03% 231
2019
Q2 		$249K Sell
1,425
-156
-10% -$26.7K 0.04% 235
2019
Q1 		$301K Sell
1,581
-105
-6% -$18.7K 0.05% 213
2018
Q4 		$269K Sell
1,686
-18
-1% -$3.05K 0.05% 221
2018
Q3 		$326K Sell
1,704
-225
-12% -$40K 0.06% 211
2018
Q2 		$308K Buy
+1,929
New +$294K 0.08% 178

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's ISRG Position: Q2 2022 in Review

Altium Wealth Management reduced its Intuitive Surgical (ISRG) stake by 65% in Q2 2022, selling an estimated $733K and leaving 1,662 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #288.

Altium Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.44M in Q1 2022. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Altium Wealth Management held 1,662 shares of Intuitive Surgical worth $334K as of Q2 2022.
  • Altium Wealth Management sold 3,125 Intuitive Surgical shares in Q2 2022, an estimated $733K.
  • Intuitive Surgical made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #288 holding.
  • Altium Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's Intuitive Surgical position peaked at $1.44M in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.