Corbett Road Capital Management’s Intuitive Surgical ISRG Stock Holding History

Corbett Road Capital 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	–	Sell	-1,913	Closed	-$577K	–	99
2022 Q1	$577K	Buy	1,913 +352	+23%	+$103K	0.74%	31
2021 Q4	$561K	Sell	1,561 -167	-10%	-$57.5K	0.96%	31
2021 Q3	$573K	Buy	1,728 +105	+6%	+$35.3K	0.99%	30
2021 Q2	$498K	Sell	1,623 -213	-12%	-$59.8K	0.88%	36
2021 Q1	$452K	Buy	1,836 +378	+26%	+$95.1K	0.67%	64
2020 Q4	$398K	Sell	1,458 -78	-5%	-$19.4K	0.36%	81
2020 Q3	$363K	Buy	1,536 +93	+6%	+$20.9K	0.35%	84
2020 Q2	$274K	Buy	+1,443	New	+$259K	0.26%	93
2020 Q1	–	Sell	-2,094	Closed	-$413K	–	90
2019 Q4	$413K	Buy	+2,094	New	+$392K	0.41%	60

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corbett Road Capital Management's ISRG Position: Q2 2022 in Review

Corbett Road Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 1,913 shares — an estimated $577K sold.

Corbett Road Capital Management first reported a position in ISRG in Q4 2019 and held it in 9 quarters. The position peaked at $577K in Q1 2022. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Corbett Road Capital Management reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
Corbett Road Capital Management sold 1,913 Intuitive Surgical shares in Q2 2022, an estimated $577K.
Corbett Road Capital Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 9 quarters.
Corbett Road Capital Management's Intuitive Surgical position peaked at $577K in Q1 2022.
1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.