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Frontier Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Frontier 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
2022
Q2 		$422K Sell
2,102
-15
-0.7% -$3.52K 0.03% 260
2022
Q1 		$588K Sell
2,117
-61
-3% -$17.8K 0.01% 233
2021
Q4 		$783K Buy
2,178
+129
+6% +$44.4K 0.05% 221
2021
Q3 		$679K Sell
2,049
-39
-2% -$13.1K 0.05% 236
2021
Q2 		$640K Buy
2,088
+219
+12% +$61.4K 0.04% 231
2021
Q1 		$460K Buy
1,869
+63
+3% +$15.8K 0.04% 252
2020
Q4 		$492K Buy
1,806
+6
+0.3% +$1.49K 0.04% 234
2020
Q3 		$426K Hold
1,800
– – 0.04% 241
2020
Q2 		$342K Hold
1,800
– – 0.03% 262
2020
Q1 		$297K Sell
1,800
-1,218
-40% -$223K 0.05% 220
2019
Q4 		$595K Sell
3,018
-105
-3% -$19.7K 0.1% 159
2019
Q3 		$562K Sell
3,123
-375
-11% -$64.9K 0.08% 180
2019
Q2 		$612K Sell
3,498
-240
-6% -$41.1K 0.09% 167
2019
Q1 		$711K Hold
3,738
– – 0.1% 180
2018
Q4 		$597K Sell
3,738
-33
-0.9% -$5.59K 0.09% 181
2018
Q3 		$722K Buy
3,771
+1,503
+66% +$267K 0.07% 178
2018
Q2 		$362K Hold
2,268
– – 0.05% 262
2018
Q1 		$312K Buy
+2,268
New +$317K 0.04% 297
2017
Q4 		– Sell
-2,268
Closed -$264K – 373
2017
Q3 		$264K Hold
2,268
– – 0.04% 316
2017
Q2 		$236K Buy
+2,268
New +$218K 0.04% 338
2015
Q4 		– Sell
-4,320
Closed -$221K – 358
2015
Q3 		$221K Sell
4,320
-198
-4% -$11.2K 0.03% 292
2015
Q2 		$243K Buy
4,518
+927
+26% +$51.9K 0.04% 289
2015
Q1 		$202K Buy
+3,591
New +$203K 0.03% 285

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Frontier Wealth Management's ISRG Position: Q2 2022 in Review

Frontier Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.71% in Q2 2022, selling an estimated $3.52K and leaving 2,102 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #260.

Frontier Wealth Management first reported a position in ISRG in Q1 2015 and has held it in 23 quarters since. The position peaked at $783K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Frontier Wealth Management held 2,102 shares of Intuitive Surgical worth $422K as of Q2 2022.
  • Frontier Wealth Management sold 15 Intuitive Surgical shares in Q2 2022, an estimated $3.52K.
  • Intuitive Surgical made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #260 holding.
  • Frontier Wealth Management first reported a position in Intuitive Surgical in Q1 2015 and has held it in 23 quarters since.
  • Frontier Wealth Management's Intuitive Surgical position peaked at $783K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.