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Gupta Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Gupta 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
2016
Q1 		$28K Buy
414
+387
+1,433% +$24K 0.01% 582
2015
Q4 		$2K Hold
27
– – ﹤0.01% 1124
2015
Q3 		$1K Buy
+27
New +$1.53K ﹤0.01% 1200
2015
Q2 		– Sell
-27
Closed -$2K – 1287
2015
Q1 		$2K Buy
+27
New +$1.53K ﹤0.01% 1011

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $64.6B AUM 18.98% 1-Year Est. Return

Gupta Wealth Management's ISRG Position: Q1 2016 in Review

Gupta Wealth Management increased its Intuitive Surgical (ISRG) stake by 1,433% in Q1 2016, buying an estimated $24K and bringing the position to 414 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #582.

Gupta Wealth Management first reported a position in ISRG in Q1 2015 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold ISRG as of Q1 2016.

  • Gupta Wealth Management held 414 shares of Intuitive Surgical worth $28K as of Q1 2016.
  • Gupta Wealth Management bought 387 Intuitive Surgical shares in Q1 2016, an estimated $24K.
  • Intuitive Surgical made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #582 holding.
  • Gupta Wealth Management first reported a position in Intuitive Surgical in Q1 2015 and has held it in 4 quarters since.
  • 564 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.