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Lighthouse Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$2.17M Buy
8,808
+924
+12% +$232K 0.66% 52
2020
Q4 		$2.15M Buy
7,884
+540
+7% +$134K 0.73% 52
2020
Q3 		$1.74M Buy
7,344
+219
+3% +$49.2K 0.66% 49
2020
Q2 		$1.34M Buy
7,125
+891
+14% +$160K 0.57% 51
2020
Q1 		$1.03M Buy
6,234
+3
+0% +$549 0.63% 50
2019
Q4 		$1.23M Buy
+6,231
New +$1.17M 0.58% 50

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lighthouse Financial Advisors's ISRG Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Intuitive Surgical (ISRG) stake by 12% in Q1 2021, buying an estimated $232K and bringing the position to 8,808 shares worth $2.17M. The position accounts for 0.66% of the portfolio, ranked #52.

Lighthouse Financial Advisors first reported a position in ISRG in Q4 2019 and has held it in 6 quarters since. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Lighthouse Financial Advisors held 8,808 shares of Intuitive Surgical worth $2.17M as of Q1 2021.
  • Lighthouse Financial Advisors bought 924 Intuitive Surgical shares in Q1 2021, an estimated $232K.
  • Intuitive Surgical made up 0.66% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #52 holding.
  • Lighthouse Financial Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 6 quarters since.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.