Copperwynd Financial’s Intuitive Surgical ISRG Stock Holding History

Copperwynd Financial’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 Q3	–	Sell	-6,098	Closed	-$2.09M	–	136
2023 Q2	$2.09M	Buy	+6,098	New	+$1.85M	0.97%	21
2022 Q4	–	Sell	-2,221	Closed	-$416K	–	137
2022 Q3	$416K	Buy	2,221 +15	+0.7%	+$3.22K	0.24%	91
2022 Q2	$443K	Sell	2,206 -156	-7%	-$36.6K	0.26%	89
2022 Q1	$713K	Buy	2,362 +65	+3%	+$19K	0.3%	58
2021 Q4	$825K	Buy	2,297 +239	+12%	+$82.2K	0.31%	52
2021 Q3	$682K	Buy	2,058 +174	+9%	+$58.4K	0.28%	63
2021 Q2	$578K	Buy	1,884 +261	+16%	+$73.2K	0.25%	80
2021 Q1	$400K	Buy	1,623 +396	+32%	+$99.6K	0.18%	105
2020 Q4	$335K	Buy	+1,227	New	+$305K	0.16%	102
2018 Q1	–	Sell	-41,757	Closed	-$5.08M	–	94
2017 Q4	$5.08M	Buy	+41,757	New	+$5.23M	3.71%	11

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copperwynd Financial's ISRG Position: Q3 2023 in Review

Copperwynd Financial sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 6,098 shares — an estimated $2.09M sold.

Copperwynd Financial first reported a position in ISRG in Q4 2017 and held it in 10 quarters. The position peaked at $5.08M in Q4 2017. 1,550 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Copperwynd Financial reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Copperwynd Financial sold 6,098 Intuitive Surgical shares in Q3 2023, an estimated $2.09M.
Copperwynd Financial first reported a position in Intuitive Surgical in Q4 2017 and held it in 10 quarters.
Copperwynd Financial's Intuitive Surgical position peaked at $5.08M in Q4 2017.
1,550 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Copperwynd Financial's 13F filing for Q3 2023, filed 7 Nov 2023.