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Madison Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Madison Wealth Management’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 		$5.52M Sell
18,870
-111
-0.6% -$34.7K 1.16% 25
2023
Q2 		$6.49M Buy
18,981
+105
+0.6% +$31.8K 1.31% 19
2023
Q1 		$4.82M Sell
18,876
-96
-0.5% -$23.6K 1.04% 28
2022
Q4 		$5.03M Buy
18,972
+455
+2% +$111K 1.15% 27
2022
Q3 		$3.47M Buy
18,517
+1,030
+6% +$221K 0.85% 37
2022
Q2 		$3.51M Buy
17,487
+7,062
+68% +$1.66M 0.85% 38
2022
Q1 		$3.15M Buy
10,425
+528
+5% +$154K 0.66% 44
2021
Q4 		$3.56M Buy
9,897
+267
+3% +$91.9K 0.71% 41
2021
Q3 		$3.19M Buy
9,630
+81
+0.8% +$27.2K 0.7% 41
2021
Q2 		$2.93M Buy
9,549
+684
+8% +$192K 0.65% 44
2021
Q1 		$2.18M Buy
8,865
+510
+6% +$128K 0.53% 49
2020
Q4 		$2.28M Buy
8,355
+237
+3% +$58.8K 0.6% 43
2020
Q3 		$1.92M Buy
8,118
+144
+2% +$32.3K 0.58% 47
2020
Q2 		$1.51M Buy
7,974
+255
+3% +$45.7K 0.5% 48
2020
Q1 		$1.27M Buy
7,719
+234
+3% +$42.9K 0.51% 46
2019
Q4 		$1.48M Buy
+7,485
New +$1.4M 0.42% 46

Other funds holding ISRG

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

Madison Wealth Management's ISRG Position: Q3 2023 in Review

Madison Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.58% in Q3 2023, selling an estimated $34.7K and leaving 18,870 shares worth $5.52M. The position accounts for 1.16% of the portfolio, ranked #25.

Madison Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.49M in Q2 2023. 1,550 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Madison Wealth Management held 18,870 shares of Intuitive Surgical worth $5.52M as of Q3 2023.
  • Madison Wealth Management sold 111 Intuitive Surgical shares in Q3 2023, an estimated $34.7K.
  • Intuitive Surgical made up 1.16% of Madison Wealth Management's portfolio in Q3 2023, its #25 holding.
  • Madison Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Intuitive Surgical position peaked at $6.49M in Q2 2023.
  • 1,550 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.