Brewin Dolphin Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Brewin Dolphin 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	$28K	Hold	138	–	–	﹤0.01%	227
2022 Q1	$42K	Hold	138	–	–	﹤0.01%	204
2021 Q4	$50K	Hold	138	–	–	0.01%	197
2021 Q3	$45.7K	Hold	138	–	–	0.01%	201
2021 Q2	$42.3K	Hold	138	–	–	0.01%	206
2021 Q1	$34K	Hold	138	–	–	0.01%	217
2020 Q4	$37.6K	Buy	138 +120	+667%	+$29.8K	0.01%	181
2020 Q3	$4.26K	Hold	18	–	–	﹤0.01%	267
2020 Q2	$3.42K	Hold	18	–	–	﹤0.01%	275
2020 Q1	$2.97K	Buy	+18	New	+$3.3K	﹤0.01%	194

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

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

Brewin Dolphin Wealth Management's ISRG Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2022 at 138 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Brewin Dolphin Wealth Management first reported a position in ISRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $50K in Q4 2021. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Brewin Dolphin Wealth Management held 138 shares of Intuitive Surgical worth $28K as of Q2 2022.
Brewin Dolphin Wealth Management left its Intuitive Surgical share count unchanged in Q2 2022.
Intuitive Surgical made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #227 holding.
Brewin Dolphin Wealth Management first reported a position in Intuitive Surgical in Q1 2020 and has held it in 10 quarters since.
Brewin Dolphin Wealth Management's Intuitive Surgical position peaked at $50K in Q4 2021.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.