Cordasco Financial Network’s Intuitive Surgical ISRG Stock Holding History

Cordasco Financial Network’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	$309K	Buy	1,540 +100	+7%	+$23.5K	0.22%	61
2022 Q1	$434K	Hold	1,440	–	–	0.28%	44
2021 Q4	$517K	Hold	1,440	–	–	0.32%	41
2021 Q3	$477K	Hold	1,440	–	–	0.33%	40
2021 Q2	$441K	Hold	1,440	–	–	0.31%	40
2021 Q1	$355K	Hold	1,440	–	–	0.26%	52
2020 Q4	$393K	Hold	1,440	–	–	0.31%	44
2020 Q3	$341K	Hold	1,440	–	–	0.3%	47
2020 Q2	$274K	Hold	1,440	–	–	0.25%	55
2020 Q1	$238K	Hold	1,440	–	–	0.26%	52
2019 Q4	$284K	Hold	1,440	–	–	0.25%	49
2019 Q3	$259K	Hold	1,440	–	–	0.25%	51
2019 Q2	$252K	Hold	1,440	–	–	0.25%	51
2019 Q1	$274K	Hold	1,440	–	–	0.28%	46
2018 Q4	$230K	Hold	1,440	–	–	0.26%	51
2018 Q3	$276K	Hold	1,440	–	–	0.26%	50
2018 Q2	$230K	Hold	1,440	–	–	0.23%	62
2018 Q1	$198K	Hold	1,440	–	–	0.21%	64
2017 Q4	$175K	Hold	1,440	–	–	0.18%	69
2017 Q3	$167K	Hold	1,440	–	–	0.18%	68
2017 Q2	$150K	Hold	1,440	–	–	0.17%	68
2017 Q1	$123K	Hold	1,440	–	–	0.14%	81
2016 Q4	$101K	Hold	1,440	–	–	0.11%	87
2016 Q3	$106K	Hold	1,440	–	–	0.12%	89
2016 Q2	$106K	Hold	1,440	–	–	0.12%	89
2016 Q1	$96K	Hold	1,440	–	–	0.11%	96
2015 Q4	$87K	Hold	1,440	–	–	0.08%	101
2015 Q3	$74K	Sell	1,440 -360	-20%	-$20.4K	0.06%	111
2015 Q2	$97K	Hold	1,800	–	–	0.08%	101
2015 Q1	$101K	Hold	1,800	–	–	0.07%	116
2014 Q4	$106K	Hold	1,800	–	–	0.08%	121
2014 Q3	$92K	Hold	1,800	–	–	0.07%	129
2014 Q2	$82K	Hold	1,800	–	–	0.06%	131
2014 Q1	$88K	Hold	1,800	–	–	0.07%	122
2013 Q4	$77K	Buy	+1,800	New	+$75.7K	0.06%	123

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

Cordasco Financial Network's ISRG Position: Q2 2022 in Review

Cordasco Financial Network increased its Intuitive Surgical (ISRG) stake by 6.9% in Q2 2022, buying an estimated $23.5K and bringing the position to 1,540 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #61.

Cordasco Financial Network first reported a position in ISRG in Q4 2013 and has held it in 35 quarters since. The position peaked at $517K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Cordasco Financial Network held 1,540 shares of Intuitive Surgical worth $309K as of Q2 2022.
Cordasco Financial Network bought 100 Intuitive Surgical shares in Q2 2022, an estimated $23.5K.
Intuitive Surgical made up 0.22% of Cordasco Financial Network's portfolio in Q2 2022, its #61 holding.
Cordasco Financial Network first reported a position in Intuitive Surgical in Q4 2013 and has held it in 35 quarters since.
Cordasco Financial Network's Intuitive Surgical position peaked at $517K in Q4 2021.
1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.