HWMA
ISRG icon

Heritage Wealth Management (Arizona)’s Intuitive Surgical ISRG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$581K Buy
2,190
+1,095
+100% +$267K 0.08% 178
2022
Q3 		$205K Hold
1,095
– – 0.07% 219
2022
Q2 		$220K Sell
1,095
-75
-6% -$17.6K 0.07% 220
2022
Q1 		$353K Buy
+1,170
New +$342K 0.1% 168
2021
Q3 		$393K Buy
1,185
+90
+8% +$30.2K 0.14% 115
2021
Q2 		$336K Buy
1,095
+24
+2% +$6.73K 0.13% 132
2021
Q1 		$264K Buy
+1,071
New +$269K 0.15% 116

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ISRG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Intuitive Surgical (ISRG) stake by 100% in Q4 2022, buying an estimated $267K and bringing the position to 2,190 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #178.

Heritage Wealth Management (Arizona) first reported a position in ISRG in Q1 2021 and has held it in 7 quarters since. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,190 shares of Intuitive Surgical worth $581K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,095 Intuitive Surgical shares in Q4 2022, an estimated $267K.
  • Intuitive Surgical made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #178 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Intuitive Surgical in Q1 2021 and has held it in 7 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.