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Bel Air Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Bel Air Investment 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
2021
Q2 		$450K Sell
1,467
-1,104
-43% -$310K 0.01% 273
2021
Q1 		$633K Buy
+2,571
New +$647K 0.02% 243

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bel Air Investment Advisors's ISRG Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 43% in Q2 2021, selling an estimated $310K and leaving 1,467 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #273.

Bel Air Investment Advisors first reported a position in ISRG in Q1 2021 and has held it in 2 quarters since. The position peaked at $633K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Bel Air Investment Advisors held 1,467 shares of Intuitive Surgical worth $450K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,104 Intuitive Surgical shares in Q2 2021, an estimated $310K.
  • Intuitive Surgical made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #273 holding.
  • Bel Air Investment Advisors first reported a position in Intuitive Surgical in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Intuitive Surgical position peaked at $633K in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.