FA
ISRG icon

Fiducient Advisors’s Intuitive Surgical ISRG Stock Holding History

Fiducient 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
2022
Q3 		– Sell
-1,170
Closed -$235K – 70
2022
Q2 		$235K Buy
+1,170
New +$274K 0.09% 78
2021
Q4 		– Sell
-750
Closed -$249K – 82
2021
Q3 		$249K Hold
750
– – 0.08% 90
2021
Q2 		$230K Buy
+750
New +$210K 0.07% 75
2021
Q1 		– Sell
-750
Closed -$205K – 83
2020
Q4 		$205K Buy
+750
New +$186K 0.08% 78

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiducient Advisors's ISRG Position: Q3 2022 in Review

Fiducient Advisors sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 1,170 shares — an estimated $235K sold.

Fiducient Advisors first reported a position in ISRG in Q4 2020 and held it in 4 quarters. The position peaked at $249K in Q3 2021. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Fiducient Advisors reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Fiducient Advisors sold 1,170 Intuitive Surgical shares in Q3 2022, an estimated $235K.
  • Fiducient Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 4 quarters.
  • Fiducient Advisors's Intuitive Surgical position peaked at $249K in Q3 2021.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Fiducient Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.