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Dowling & Yahnke’s Intuitive Surgical ISRG Stock Holding History

Dowling & Yahnke’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
Q3 		$1.37M Buy
7,320
+328
+5% +$70.4K 0.06% 205
2022
Q2 		$1.4M Buy
6,992
+156
+2% +$36.6K 0.07% 201
2022
Q1 		$2.06M Sell
6,836
-481
-7% -$141K 0.09% 175
2021
Q4 		$2.63M Buy
7,317
+816
+13% +$281K 0.13% 155
2021
Q3 		$2.15M Buy
6,501
+396
+6% +$133K 0.12% 164
2021
Q2 		$1.87M Buy
6,105
+621
+11% +$174K 0.11% 170
2021
Q1 		$1.35M Buy
5,484
+573
+12% +$144K 0.09% 180
2020
Q4 		$1.34M Buy
4,911
+354
+8% +$87.9K 0.1% 175
2020
Q3 		$1.08M Buy
4,557
+285
+7% +$64K 0.09% 176
2020
Q2 		$811K Buy
4,272
+891
+26% +$160K 0.07% 200
2020
Q1 		$558K Sell
3,381
-807
-19% -$148K 0.05% 206
2019
Q4 		$825K Buy
4,188
+402
+11% +$75.3K 0.06% 203
2019
Q3 		$681K Buy
3,786
+207
+6% +$35.8K 0.06% 214
2019
Q2 		$626K Sell
3,579
-366
-9% -$62.7K 0.05% 219
2019
Q1 		$750K Buy
3,945
+2,655
+206% +$472K 0.07% 187
2018
Q4 		$228K Buy
+1,290
New +$219K 0.02% 238

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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dowling & Yahnke's ISRG Position: Q3 2022 in Review

Dowling & Yahnke increased its Intuitive Surgical (ISRG) stake by 4.7% in Q3 2022, buying an estimated $70.4K and bringing the position to 7,320 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #205.

Dowling & Yahnke first reported a position in ISRG in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.63M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Dowling & Yahnke held 7,320 shares of Intuitive Surgical worth $1.37M as of Q3 2022.
  • Dowling & Yahnke bought 328 Intuitive Surgical shares in Q3 2022, an estimated $70.4K.
  • Intuitive Surgical made up 0.06% of Dowling & Yahnke's portfolio in Q3 2022, its #205 holding.
  • Dowling & Yahnke first reported a position in Intuitive Surgical in Q4 2018 and has held it in 16 quarters since.
  • Dowling & Yahnke's Intuitive Surgical position peaked at $2.63M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.