Mitsubishi UFJ Morgan Stanley Securities’s Intuitive Surgical ISRG Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q1	–	Sell	-170	Closed	-$45K	–	107
2022 Q4	$45K	Buy	170 +110	+183%	+$26.8K	0.4%	30
2022 Q3	$11K	Hold	60	–	–	0.15%	102
2022 Q2	$12K	Hold	60	–	–	0.02%	104
2022 Q1	$18K	Sell	60 -180	-75%	-$52.6K	0.02%	86
2021 Q4	$86K	Sell	240 -240	-50%	-$82.6K	0.04%	59
2021 Q3	$159K	Buy	+480	New	+$161K	0.15%	17
2014 Q4	$74K	Buy	1,260 +180	+17%	+$10K	0.15%	29
2014 Q3	$55K	Buy	+1,080	New	+$53.6K	0.16%	46
2013 Q3	–	Sell	-360	Closed	-$20K	–	257
2013 Q2	$20K	Buy	+360	New	+$19.8K	0.07%	139

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's ISRG Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 170 shares — an estimated $45K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in ISRG in Q2 2013 and held it in 9 quarters. The position peaked at $159K in Q3 2021. 1,412 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 170 Intuitive Surgical shares in Q1 2023, an estimated $45K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Intuitive Surgical in Q2 2013 and held it in 9 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Intuitive Surgical position peaked at $159K in Q3 2021.
1,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.