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Heritage Financial Services’s Intuitive Surgical ISRG Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-68
Closed -$13K – 264
2022
Q2 		$13K Buy
+68
New +$16K 0.01% 283

Other funds holding ISRG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's ISRG Position: Q3 2022 in Review

Heritage Financial Services sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 68 shares — an estimated $13K sold.

Heritage Financial Services first reported a position in ISRG in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Heritage Financial Services reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 68 Intuitive Surgical shares in Q3 2022, an estimated $13K.
  • Heritage Financial Services first reported a position in Intuitive Surgical in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Intuitive Surgical position peaked at $13K in Q2 2022.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.