FMWA
ISRG icon

Forvis Mazars Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Forvis Mazars Wealth 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
2021
Q1 		– Sell
-1,377
Closed -$376K – 321
2020
Q4 		$376K Buy
1,377
+93
+7% +$23.1K 0.02% 262
2020
Q3 		$304K Buy
1,284
+57
+5% +$12.8K 0.02% 256
2020
Q2 		$233K Buy
+1,227
New +$220K 0.02% 281

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ISRG Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 1,377 shares — an estimated $376K sold.

Forvis Mazars Wealth Advisors first reported a position in ISRG in Q2 2020 and held it in 3 quarters. The position peaked at $376K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,377 Intuitive Surgical shares in Q1 2021, an estimated $376K.
  • Forvis Mazars Wealth Advisors first reported a position in Intuitive Surgical in Q2 2020 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Intuitive Surgical position peaked at $376K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.