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American Portfolios Advisors’s Intuitive Surgical ISRG Stock Holding History

American Portfolios Advisors’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
Q3 		$283K Buy
1,512
+4
+0.3% +$859 0.01% 874
2022
Q2 		$303K Buy
1,508
+137
+10% +$32.1K 0.01% 872
2022
Q1 		$414K Sell
1,371
-2,891
-68% -$845K 0.01% 823
2021
Q4 		$1.53M Buy
4,262
+458
+12% +$158K 0.05% 348
2021
Q3 		$1.26M Buy
3,804
+81
+2% +$27.2K 0.05% 370
2021
Q2 		$1.14M Buy
3,723
+171
+5% +$48K 0.04% 411
2021
Q1 		$875K Buy
3,552
+1,836
+107% +$462K 0.04% 451
2020
Q4 		$468K Buy
1,716
+219
+15% +$54.4K 0.02% 579
2020
Q3 		$354K Sell
1,497
-2,715
-64% -$610K 0.02% 592
2020
Q2 		$800K Sell
4,212
-219
-5% -$39.3K 0.05% 326
2020
Q1 		$731K Sell
4,431
-411
-8% -$75.3K 0.06% 278
2019
Q4 		$954K Buy
4,842
+3,582
+284% +$671K 0.07% 278
2019
Q3 		$227K Sell
1,260
-1,905
-60% -$329K 0.02% 667
2019
Q2 		$553K Buy
3,165
+609
+24% +$104K 0.05% 361
2019
Q1 		$486K Buy
2,556
+1,755
+219% +$312K 0.05% 379
2018
Q4 		$128K Sell
801
-1,941
-71% -$329K 0.02% 656
2018
Q3 		$525K Buy
2,742
+786
+40% +$140K 0.06% 297
2018
Q2 		$312K Buy
1,956
+1,167
+148% +$178K 0.04% 399
2018
Q1 		$109K Buy
789
+615
+353% +$85.8K 0.02% 720
2017
Q4 		$21.2K Buy
+174
New +$21.8K ﹤0.01% 1300

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's ISRG Position: Q3 2022 in Review

American Portfolios Advisors increased its Intuitive Surgical (ISRG) stake by 0.27% in Q3 2022, buying an estimated $859 and bringing the position to 1,512 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #874.

American Portfolios Advisors first reported a position in ISRG in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2021. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • American Portfolios Advisors held 1,512 shares of Intuitive Surgical worth $283K as of Q3 2022.
  • American Portfolios Advisors bought 4 Intuitive Surgical shares in Q3 2022, an estimated $859.
  • Intuitive Surgical made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #874 holding.
  • American Portfolios Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Intuitive Surgical position peaked at $1.53M in Q4 2021.
  • 1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.