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ISRG icon

IRON Financial’s Intuitive Surgical ISRG Stock Holding History

IRON Financial’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
Q1 		– Sell
-567
Closed -$204K – 119
2021
Q4 		$204K Buy
+567
New +$195K 0.09% 108
2021
Q1 		– Sell
-831
Closed -$227K – 114
2020
Q4 		$227K Sell
831
-27
-3% -$6.7K 0.11% 105
2020
Q3 		$203K Buy
+858
New +$193K 0.11% 96

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IRON Financial's ISRG Position: Q1 2022 in Review

IRON Financial sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 567 shares — an estimated $204K sold.

IRON Financial first reported a position in ISRG in Q3 2020 and held it in 3 quarters. The position peaked at $227K in Q4 2020. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • IRON Financial reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • IRON Financial sold 567 Intuitive Surgical shares in Q1 2022, an estimated $204K.
  • IRON Financial first reported a position in Intuitive Surgical in Q3 2020 and held it in 3 quarters.
  • IRON Financial's Intuitive Surgical position peaked at $227K in Q4 2020.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on IRON Financial's 13F filing for Q1 2022, filed 4 May 2022.