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Edge Advisors’s Intuitive Surgical ISRG Stock Holding History

Edge 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
2018
Q2 		$197K Hold
1,242
– – 0.02% 313
2018
Q1 		$170K Hold
1,242
– – 0.02% 336
2017
Q4 		$150K Buy
1,242
+27
+2% +$3.38K 0.01% 338
2017
Q3 		$141K Buy
1,215
+486
+67% +$53K 0.02% 348
2017
Q2 		$74K Hold
729
– – 0.01% 438
2017
Q1 		$61K Hold
729
– – 0.01% 475
2016
Q4 		$50K Buy
+729
New +$53.6K 0.01% 466

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Edge Advisors's ISRG Position: Q2 2018 in Review

Edge Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2018 at 1,242 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #313.

Edge Advisors first reported a position in ISRG in Q4 2016 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold ISRG as of Q2 2018.

  • Edge Advisors held 1,242 shares of Intuitive Surgical worth $197K as of Q2 2018.
  • Edge Advisors left its Intuitive Surgical share count unchanged in Q2 2018.
  • Intuitive Surgical made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #313 holding.
  • Edge Advisors first reported a position in Intuitive Surgical in Q4 2016 and has held it in 7 quarters since.
  • 857 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.