Endurance Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Endurance Wealth 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
2023 Q2	$726K	Hold	2,124	–	–	0.1%	103
2023 Q1	$543K	Hold	2,124	–	–	0.08%	120
2022 Q4	$564K	Hold	2,124	–	–	0.09%	110
2022 Q3	$398K	Hold	2,124	–	–	0.07%	131
2022 Q2	$426K	Hold	2,124	–	–	0.06%	134
2022 Q1	$641K	Hold	2,124	–	–	0.08%	122
2021 Q4	$763K	Hold	2,124	–	–	0.08%	126
2021 Q3	$704K	Hold	2,124	–	–	0.08%	129
2021 Q2	$651K	Hold	2,124	–	–	0.07%	131
2021 Q1	$523K	Hold	2,124	–	–	0.06%	142
2020 Q4	$579K	Sell	2,124 -54	-2%	-$13.4K	0.07%	134
2020 Q3	$515K	Hold	2,178	–	–	0.08%	126
2020 Q2	$414K	Hold	2,178	–	–	0.07%	139
2020 Q1	$360K	Hold	2,178	–	–	0.07%	137
2019 Q4	$429K	Hold	2,178	–	–	0.07%	140
2019 Q3	$392K	Hold	2,178	–	–	0.07%	143
2019 Q2	$381K	Hold	2,178	–	–	0.06%	142
2019 Q1	$414K	Hold	2,178	–	–	0.07%	133
2018 Q4	$348K	Hold	2,178	–	–	0.06%	137
2018 Q3	$417K	Sell	2,178 -72	-3%	-$12.8K	0.07%	135
2018 Q2	$359K	Hold	2,250	–	–	0.06%	141
2018 Q1	$310K	Hold	2,250	–	–	0.05%	149
2017 Q4	$274K	Hold	2,250	–	–	0.04%	151
2017 Q3	$261K	Hold	2,250	–	–	0.04%	151
2017 Q2	$234K	Hold	2,250	–	–	0.04%	157
2017 Q1	$192K	Hold	2,250	–	–	0.03%	170
2016 Q4	$159K	Hold	2,250	–	–	0.03%	185
2016 Q3	$181K	Hold	2,250	–	–	0.03%	175
2016 Q2	$165K	Hold	2,250	–	–	0.03%	174
2016 Q1	$150K	Hold	2,250	–	–	0.02%	182
2015 Q4	$137K	Hold	2,250	–	–	0.03%	192
2015 Q3	$115K	Hold	2,250	–	–	0.02%	203
2015 Q2	$121K	Buy	+2,250	New	+$126K	0.02%	201

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Endurance Wealth Management's ISRG Position: Q2 2023 in Review

Endurance Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2023 at 2,124 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #103.

Endurance Wealth Management first reported a position in ISRG in Q2 2015 and has held it in 33 quarters since. The position peaked at $763K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

Endurance Wealth Management held 2,124 shares of Intuitive Surgical worth $726K as of Q2 2023.
Endurance Wealth Management left its Intuitive Surgical share count unchanged in Q2 2023.
Intuitive Surgical made up 0.1% of Endurance Wealth Management's portfolio in Q2 2023, its #103 holding.
Endurance Wealth Management first reported a position in Intuitive Surgical in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Intuitive Surgical position peaked at $763K in Q4 2021.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.