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Minot Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Minot 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
2022
Q2 		– Sell
-1,542
Closed -$465K – 201
2022
Q1 		$465K Sell
1,542
-1,689
-52% -$493K 0.1% 132
2021
Q4 		$1.16M Sell
3,231
-6
-0.2% -$2.06K 0.22% 79
2021
Q3 		$1.07M Buy
3,237
+36
+1% +$12.1K 0.23% 84
2021
Q2 		$1.02M Buy
3,201
+756
+31% +$212K 0.22% 88
2021
Q1 		$602K Buy
2,445
+627
+34% +$158K 0.15% 108
2020
Q4 		$496K Buy
+1,818
New +$451K 0.15% 100

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Minot Wealth Management's ISRG Position: Q2 2022 in Review

Minot Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 1,542 shares — an estimated $465K sold.

Minot Wealth Management first reported a position in ISRG in Q4 2020 and held it in 6 quarters. The position peaked at $1.16M in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Minot Wealth Management reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 1,542 Intuitive Surgical shares in Q2 2022, an estimated $465K.
  • Minot Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 6 quarters.
  • Minot Wealth Management's Intuitive Surgical position peaked at $1.16M in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.