FAM
ISRG icon

Formidable Asset Management’s Intuitive Surgical ISRG Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-153
Closed -$10K – 297
2016
Q1 		$10K Hold
153
– – 0.01% 351
2015
Q4 		$9K Hold
153
– – 0.01% 395
2015
Q3 		$7K Hold
153
– – ﹤0.01% 455
2015
Q2 		$8K Hold
153
– – 0.01% 391
2015
Q1 		$8K Hold
153
– – 0.01% 379
2014
Q4 		$9K Hold
153
– – 0.01% 347
2014
Q3 		$8K Hold
153
– – 0.01% 358
2014
Q2 		$7K Hold
153
– – ﹤0.01% 394
2014
Q1 		$6K Hold
153
– – ﹤0.01% 364
2013
Q4 		$7K Hold
153
– – ﹤0.01% 377
2013
Q3 		$6K Buy
+153
New +$6.76K 0.01% 348

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return