MilWealth Group’s Intuitive Surgical ISRG Stock Holding History

MilWealth Group’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	-15	Closed	-$5.39K	–	121
2021 Q4	$5.39K	Hold	15	–	–	﹤0.01%	90
2021 Q3	$4.97K	Buy	+15	New	+$5.04K	﹤0.01%	96

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

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

MilWealth Group's ISRG Position: Q1 2022 in Review

MilWealth Group sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 15 shares — an estimated $5.39K sold.

MilWealth Group first reported a position in ISRG in Q3 2021 and held it in 2 quarters. The position peaked at $5.39K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

MilWealth Group reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 15 Intuitive Surgical shares in Q1 2022, an estimated $5.39K.
MilWealth Group first reported a position in Intuitive Surgical in Q3 2021 and held it in 2 quarters.
MilWealth Group's Intuitive Surgical position peaked at $5.39K in Q4 2021.
1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.