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Cahill Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Cahill Financial 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
Q4 		– Sell
-123
Closed -$41K – 488
2021
Q3 		$41K Buy
+123
New +$41.3K 0.01% 362
2017
Q4 		– Sell
-3,150
Closed -$367K – 142
2017
Q3 		$367K Hold
3,150
– – 0.19% 107
2017
Q2 		$328K Buy
3,150
+90
+3% +$8.65K 0.18% 111
2017
Q1 		$261K Hold
3,060
– – 0.15% 109
2016
Q4 		$216K Hold
3,060
– – 0.13% 118
2016
Q3 		$247K Buy
+3,060
New +$234K 0.16% 109

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cahill Financial Advisors's ISRG Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 123 shares — an estimated $41K sold.

Cahill Financial Advisors first reported a position in ISRG in Q3 2016 and held it in 6 quarters. The position peaked at $367K in Q3 2017. 1,534 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 123 Intuitive Surgical shares in Q4 2021, an estimated $41K.
  • Cahill Financial Advisors first reported a position in Intuitive Surgical in Q3 2016 and held it in 6 quarters.
  • Cahill Financial Advisors's Intuitive Surgical position peaked at $367K in Q3 2017.
  • 1,534 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.