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PCA
Personal Capital Advisors’s
Intuitive Surgical
ISRG
Stock Holding History
Personal Capital Advisors’s Portfolio
ISRG Stock Details
ISRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$420K
Sell
1,584
-183
-10%
-$44.6K
﹤0.01%
327
2022
Q3
$331K
Buy
1,767
+223
+14%
+$47.9K
﹤0.01%
340
2022
Q2
$310K
Sell
1,544
-59
-4%
-$13.8K
﹤0.01%
348
2022
Q1
$484K
Sell
1,603
-145
-8%
-$42.4K
﹤0.01%
312
2021
Q4
$608K
Buy
1,748
+275
+19%
+$94.6K
﹤0.01%
305
2021
Q3
$488K
Buy
1,473
+123
+9%
+$41.3K
﹤0.01%
314
2021
Q2
$414K
Sell
1,350
-54
-4%
-$15.1K
﹤0.01%
339
2021
Q1
$346K
Sell
1,404
-462
-25%
-$116K
﹤0.01%
363
2020
Q4
$509K
Buy
1,866
+636
+52%
+$158K
﹤0.01%
296
2020
Q3
$291K
Buy
+1,230
New
+$276K
﹤0.01%
334
2020
Q1
–
Sell
-1,461
Closed
-$288K
–
371
2019
Q4
$288K
Buy
+1,461
New
+$274K
﹤0.01%
332
Other funds holding ISRG
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
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
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Edgewood Management
Greenwich, Connecticut
$15.5B AUM
9.67%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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