Icon Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Icon Wealth Partners’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
2023 Q3	$117K	Buy	401 +6	+2%	+$1.87K	0.01%	363
2023 Q2	$135K	Buy	+395	New	+$120K	0.01%	364
2022 Q2	$1.66M	Buy	8,285 +516	+7%	+$121K	0.2%	108
2022 Q1	$2.34M	Buy	7,769 +632	+9%	+$185K	0.23%	93
2021 Q4	$2.56M	Buy	7,137 +219	+3%	+$75.3K	0.26%	92
2021 Q3	$2.29M	Buy	6,918 +264	+4%	+$88.7K	0.24%	99
2021 Q2	$2.04M	Buy	6,654 +666	+11%	+$187K	0.22%	99
2021 Q1	$1.48M	Buy	5,988 +1,122	+23%	+$282K	0.18%	114
2020 Q4	$1.33M	Buy	4,866 +981	+25%	+$244K	0.21%	95
2020 Q3	$919K	Buy	+3,885	New	+$872K	0.18%	103
2019 Q2	–	Sell	-138	Closed	-$26K	–	468
2019 Q1	$26K	Buy	+138	New	+$24.5K	0.01%	494
2018 Q3	–	Sell	-165	Closed	-$26K	–	497
2018 Q2	$26K	Buy	+165	New	+$25.2K	0.01%	528
2018 Q1	–	Sell	-204	Closed	-$25K	–	495
2017 Q4	$25K	Buy	+204	New	+$25.5K	0.01%	565

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's ISRG Position: Q3 2023 in Review

Icon Wealth Partners increased its Intuitive Surgical (ISRG) stake by 1.5% in Q3 2023, buying an estimated $1.87K and bringing the position to 401 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #363.

Icon Wealth Partners first reported a position in ISRG in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Icon Wealth Partners held 401 shares of Intuitive Surgical worth $117K as of Q3 2023.
Icon Wealth Partners bought 6 Intuitive Surgical shares in Q3 2023, an estimated $1.87K.
Intuitive Surgical made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #363 holding.
Icon Wealth Partners first reported a position in Intuitive Surgical in Q4 2017 and has held it in 13 quarters since.
Icon Wealth Partners's Intuitive Surgical position peaked at $2.56M in Q4 2021.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.