CGA
ISRG icon

Compound Global Advisors’s Intuitive Surgical ISRG Stock Holding History

Compound Global 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
2023
Q2 		– Sell
-17,837
Closed -$4.56M – 37
2023
Q1 		$4.56M Buy
17,837
+7,837
+78% +$1.93M 1.16% 30
2022
Q4 		$2.65M Buy
+10,000
New +$2.44M 0.76% 32

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compound Global Advisors's ISRG Position: Q2 2023 in Review

Compound Global Advisors sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 17,837 shares — an estimated $4.56M sold.

Compound Global Advisors first reported a position in ISRG in Q4 2022 and held it in 2 quarters. The position peaked at $4.56M in Q1 2023. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Compound Global Advisors reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
  • Compound Global Advisors sold 17,837 Intuitive Surgical shares in Q2 2023, an estimated $4.56M.
  • Compound Global Advisors first reported a position in Intuitive Surgical in Q4 2022 and held it in 2 quarters.
  • Compound Global Advisors's Intuitive Surgical position peaked at $4.56M in Q1 2023.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Compound Global Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.