Bruderman Asset Management’s Intuitive Surgical ISRG Stock Holding History

Bruderman Asset 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	$564K	Buy	2,809 +139	+5%	+$32.6K	1.01%	39
2022 Q1	$805K	Sell	2,670 -940	-26%	-$275K	1.21%	33
2021 Q4	$1.29M	Sell	3,610 -5,009	-58%	-$1.72M	0.98%	37
2021 Q3	$2.86M	Buy	8,619 +423	+5%	+$142K	0.72%	51
2021 Q2	$2.51M	Buy	8,196 +156	+2%	+$43.8K	0.78%	43
2021 Q1	$1.98M	Buy	8,040 +306	+4%	+$77K	0.55%	60
2020 Q4	$2.11M	Buy	7,734 +381	+5%	+$94.6K	0.61%	58
2020 Q3	$1.74M	Sell	7,353 -16,761	-70%	-$3.76M	0.57%	54
2020 Q2	$4.63M	Buy	24,114 +1,989	+9%	+$357K	1.53%	24
2020 Q1	$3.38M	Buy	22,125 +870	+4%	+$159K	1.34%	27
2019 Q4	$4.23M	Sell	21,255 -1,587	-7%	-$297K	1.32%	31
2019 Q3	$4.18M	Buy	22,842 +13,980	+158%	+$2.42M	1.06%	36
2019 Q2	$1.55M	Buy	+8,862	New	+$1.52M	0.37%	58

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

Bruderman Asset Management's ISRG Position: Q2 2022 in Review

Bruderman Asset Management increased its Intuitive Surgical (ISRG) stake by 5.2% in Q2 2022, buying an estimated $32.6K and bringing the position to 2,809 shares worth $564K. The position accounts for 1.01% of the portfolio, ranked #39.

Bruderman Asset Management first reported a position in ISRG in Q2 2019 and has held it in 13 quarters since. The position peaked at $4.63M in Q2 2020. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Bruderman Asset Management held 2,809 shares of Intuitive Surgical worth $564K as of Q2 2022.
Bruderman Asset Management bought 139 Intuitive Surgical shares in Q2 2022, an estimated $32.6K.
Intuitive Surgical made up 1.01% of Bruderman Asset Management's portfolio in Q2 2022, its #39 holding.
Bruderman Asset Management first reported a position in Intuitive Surgical in Q2 2019 and has held it in 13 quarters since.
Bruderman Asset Management's Intuitive Surgical position peaked at $4.63M in Q2 2020.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.