BDO Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

BDO Wealth 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
2023 Q2	$379K	Buy	1,108 +51	+5%	+$15.4K	0.04%	198
2023 Q1	$270K	Hold	1,057	–	–	0.03%	219
2022 Q4	$280K	Hold	1,057	–	–	0.03%	227
2022 Q3	$198K	Hold	1,057	–	–	0.03%	249
2022 Q2	$212K	Buy	1,057 +1,000	+1,754%	+$235K	0.03%	243
2022 Q1	$17K	Sell	57 -14	-20%	-$4.09K	﹤0.01%	622
2021 Q4	$26K	Buy	71 +5	+8%	+$1.72K	﹤0.01%	573
2021 Q3	$22K	Hold	66	–	–	﹤0.01%	592
2021 Q2	$20K	Hold	66	–	–	﹤0.01%	626
2021 Q1	$16K	Buy	66 +9	+16%	+$2.26K	﹤0.01%	650
2020 Q4	$16K	Sell	57 -84	-60%	-$20.9K	﹤0.01%	491
2020 Q3	$33K	Buy	141 +123	+683%	+$27.6K	0.01%	376
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	596
2020 Q1	$3K	Buy	+18	New	+$3.3K	﹤0.01%	647
2019 Q2	–	Sell	-300	Closed	-$57K	–	645
2019 Q1	$57K	Buy	300 +60	+25%	+$10.7K	0.02%	271
2018 Q4	$38K	Buy	240 +150	+167%	+$25.4K	0.01%	284
2018 Q3	$17K	Hold	90	–	–	0.01%	398
2018 Q2	$14K	Hold	90	–	–	﹤0.01%	418
2018 Q1	$12K	Buy	+90	New	+$12.6K	﹤0.01%	381

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's ISRG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 4.8% in Q2 2023, buying an estimated $15.4K and bringing the position to 1,108 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #198.

BDO Wealth Advisors first reported a position in ISRG in Q1 2018 and has held it in 19 quarters since. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

BDO Wealth Advisors held 1,108 shares of Intuitive Surgical worth $379K as of Q2 2023.
BDO Wealth Advisors bought 51 Intuitive Surgical shares in Q2 2023, an estimated $15.4K.
Intuitive Surgical made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #198 holding.
BDO Wealth Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 19 quarters since.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.