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Meristem Family Wealth’s Intuitive Surgical ISRG Stock Holding History

Meristem Family Wealth’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 		$338K Sell
1,119
-296
-21% -$86.5K 0.04% 246
2021
Q4 		$508K Sell
1,415
-34
-2% -$11.7K 0.04% 224
2021
Q3 		$480K Sell
1,449
-291
-17% -$97.7K 0.05% 234
2021
Q2 		$533K Sell
1,740
-87
-5% -$24.4K 0.08% 162
2021
Q1 		$450K Buy
1,827
+63
+4% +$15.8K 0.09% 138
2020
Q4 		$481K Buy
1,764
+369
+26% +$91.6K 0.1% 128
2020
Q3 		$330K Hold
1,395
– – 0.08% 134
2020
Q2 		$265K Buy
1,395
+3
+0.2% +$538 0.07% 150
2020
Q1 		$230K Buy
1,392
+84
+6% +$15.4K 0.07% 156
2019
Q4 		$258K Hold
1,308
– – 0.06% 160
2019
Q3 		$235K Buy
1,308
+147
+13% +$25.4K 0.06% 164
2019
Q2 		$203K Sell
1,161
-15
-1% -$2.57K 0.06% 165
2019
Q1 		$224K Buy
+1,176
New +$209K 0.08% 129

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Meristem Family Wealth's ISRG Position: Q1 2022 in Review

Meristem Family Wealth reduced its Intuitive Surgical (ISRG) stake by 21% in Q1 2022, selling an estimated $86.5K and leaving 1,119 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #246.

Meristem Family Wealth first reported a position in ISRG in Q1 2019 and has held it in 13 quarters since. The position peaked at $533K in Q2 2021. 1,467 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Meristem Family Wealth held 1,119 shares of Intuitive Surgical worth $338K as of Q1 2022.
  • Meristem Family Wealth sold 296 Intuitive Surgical shares in Q1 2022, an estimated $86.5K.
  • Intuitive Surgical made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #246 holding.
  • Meristem Family Wealth first reported a position in Intuitive Surgical in Q1 2019 and has held it in 13 quarters since.
  • Meristem Family Wealth's Intuitive Surgical position peaked at $533K in Q2 2021.
  • 1,467 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.