BerganKDV Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BerganKDV 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
2023 Q2	$104K	Sell	305 -373	-55%	-$113K	0.01%	293
2023 Q1	$173K	Hold	678	–	–	0.02%	244
2022 Q4	$180K	Buy	678 +52	+8%	+$12.7K	0.02%	242
2022 Q3	$117K	Sell	626 -30	-5%	-$6.44K	0.01%	271
2022 Q2	$132K	Buy	656 +200	+44%	+$46.9K	0.02%	277
2022 Q1	$138K	Hold	456	–	–	0.01%	277
2021 Q4	$164K	Sell	456 -300	-40%	-$103K	0.02%	278
2021 Q3	$251K	Buy	756 +54	+8%	+$18.1K	0.03%	234
2021 Q2	$215K	Buy	702 +600	+588%	+$168K	0.03%	240
2021 Q1	$25K	Sell	102 -540	-84%	-$136K	﹤0.01%	452
2020 Q4	$175K	Buy	642 +75	+13%	+$18.6K	0.02%	234
2020 Q3	$134K	Hold	567	–	–	0.02%	240
2020 Q2	$108K	Buy	567 +9	+2%	+$1.61K	0.02%	269
2020 Q1	$92K	Hold	558	–	–	0.02%	265
2019 Q4	$110K	Buy	558 +18	+3%	+$3.37K	0.02%	262
2019 Q3	$97K	Hold	540	–	–	0.02%	261
2019 Q2	$94K	Hold	540	–	–	0.02%	266
2019 Q1	$103K	Hold	540	–	–	0.02%	273
2018 Q4	$86K	Hold	540	–	–	0.02%	253
2018 Q3	$103K	Hold	540	–	–	0.02%	252
2018 Q2	$86K	Buy	+540	New	+$82.3K	0.02%	262

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

BerganKDV Wealth Management's ISRG Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Intuitive Surgical (ISRG) stake by 55% in Q2 2023, selling an estimated $113K and leaving 305 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #293.

BerganKDV Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 21 quarters since. The position peaked at $251K in Q3 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

BerganKDV Wealth Management held 305 shares of Intuitive Surgical worth $104K as of Q2 2023.
BerganKDV Wealth Management sold 373 Intuitive Surgical shares in Q2 2023, an estimated $113K.
Intuitive Surgical made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #293 holding.
BerganKDV Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Intuitive Surgical position peaked at $251K in Q3 2021.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.