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Nauset Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Nauset 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
Q1 		$18K Buy
+60
New +$17.5K 0.01% 179

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

Nauset Wealth Management's ISRG Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q1 2022: 60 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings.

1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Nauset Wealth Management held 60 shares of Intuitive Surgical worth $18K as of Q1 2022.
  • Intuitive Surgical was a new Nauset Wealth Management position in Q1 2022.
  • Intuitive Surgical made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #179 holding.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.