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MPS Loria Financial Planners’s Intuitive Surgical ISRG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-156
Closed -$38K – 335
2021
Q1 		$38K Hold
156
– – 0.02% 185
2020
Q4 		$42K Buy
156
+21
+16% +$5.21K 0.02% 174
2020
Q3 		$32K Hold
135
– – 0.02% 171
2020
Q2 		$26K Buy
+135
New +$24.2K 0.01% 180
2017
Q3 		– Sell
-135
Closed -$15K – 209
2017
Q2 		$15K Buy
+135
New +$13K 0.01% 260

Other funds holding ISRG

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's ISRG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 156 shares — an estimated $38K sold.

MPS Loria Financial Planners first reported a position in ISRG in Q2 2017 and held it in 5 quarters. The position peaked at $42K in Q4 2020. 1,320 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 156 Intuitive Surgical shares in Q2 2021, an estimated $38K.
  • MPS Loria Financial Planners first reported a position in Intuitive Surgical in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Intuitive Surgical position peaked at $42K in Q4 2020.
  • 1,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.