FormulaFolio Investments’s Intuitive Surgical ISRG Stock Holding History

FormulaFolio Investments’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
2021 Q2	$62K	Hold	201	–	–	0.02%	134
2021 Q1	$56K	Sell	201 -2,073	-91%	-$522K	0.02%	135
2020 Q4	$620K	Buy	+2,274	New	+$565K	0.01%	410
2020 Q3	–	Sell	-2,523	Closed	-$479K	–	331
2020 Q2	$479K	Buy	2,523 +1,278	+103%	+$229K	0.02%	193
2020 Q1	$206K	Sell	1,245 -924	-43%	-$169K	0.01%	268
2019 Q4	$427K	Sell	2,169 -594	-21%	-$111K	0.02%	254
2019 Q3	$497K	Sell	2,763 -888	-24%	-$154K	0.02%	226
2019 Q2	$638K	Buy	3,651 +2,265	+163%	+$388K	0.03%	182
2019 Q1	$264K	Buy	1,386 +135	+11%	+$24K	0.01%	281
2018 Q4	$239K	Hold	1,251	–	–	0.01%	291
2018 Q3	$239K	Buy	+1,251	New	+$222K	0.01%	291

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's ISRG Position: Q2 2021 in Review

FormulaFolio Investments held its Intuitive Surgical (ISRG) position steady in Q2 2021 at 201 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #134.

FormulaFolio Investments first reported a position in ISRG in Q3 2018 and has held it in 11 quarters since. The position peaked at $638K in Q2 2019. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

FormulaFolio Investments held 201 shares of Intuitive Surgical worth $62K as of Q2 2021.
FormulaFolio Investments left its Intuitive Surgical share count unchanged in Q2 2021.
Intuitive Surgical made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #134 holding.
FormulaFolio Investments first reported a position in Intuitive Surgical in Q3 2018 and has held it in 11 quarters since.
FormulaFolio Investments's Intuitive Surgical position peaked at $638K in Q2 2019.
1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.