Burleson & Co’s Intuitive Surgical ISRG Stock Holding History

Burleson & Co’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	–	Sell	-5	Closed	-$2K	–	472
2022 Q1	$2K	Buy	+5	New	+$1.46K	﹤0.01%	332

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

Burleson & Co's ISRG Position: Q2 2022 in Review

Burleson & Co sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 5 shares — an estimated $2K sold.

Burleson & Co first reported a position in ISRG in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Burleson & Co reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 5 Intuitive Surgical shares in Q2 2022, an estimated $2K.
Burleson & Co first reported a position in Intuitive Surgical in Q1 2022 and held it in 1 quarter.
Burleson & Co's Intuitive Surgical position peaked at $2K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.