Polaris Wealth Advisory Group’s Intuitive Surgical ISRG Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$4.69M	Buy	16,041 +14,836	+1,231%	+$4.63M	0.36%	77
2023 Q2	$412K	Buy	+1,205	New	+$365K	0.03%	129
2022 Q2	–	Sell	-34,336	Closed	-$10M	–	156
2022 Q1	$10M	Buy	34,336 +29,198	+568%	+$8.53M	0.67%	47
2021 Q4	$1.85M	Sell	5,138 -6,736	-57%	-$2.32M	0.11%	97
2021 Q3	$1.34M	Buy	11,874 +9,252	+353%	+$3.11M	0.08%	93
2021 Q2	$811K	Buy	2,622 +216	+9%	+$60.6K	0.05%	99
2021 Q1	$629K	Buy	2,406 +684	+40%	+$172K	0.04%	112
2020 Q4	$470K	Buy	1,722 +552	+47%	+$137K	0.04%	129
2020 Q3	$276K	Buy	+1,170	New	+$263K	0.03%	139
2014 Q1	–	Sell	-342	Closed	-$15K	–	184
2013 Q4	$15K	Buy	+342	New	+$14.4K	﹤0.01%	131

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's ISRG Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Intuitive Surgical (ISRG) stake by 1,231% in Q3 2023, buying an estimated $4.63M and bringing the position to 16,041 shares worth $4.69M. The position accounts for 0.36% of the portfolio, ranked #77.

Polaris Wealth Advisory Group first reported a position in ISRG in Q4 2013 and has held it in 10 quarters since. The position peaked at $10M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Polaris Wealth Advisory Group held 16,041 shares of Intuitive Surgical worth $4.69M as of Q3 2023.
Polaris Wealth Advisory Group bought 14,836 Intuitive Surgical shares in Q3 2023, an estimated $4.63M.
Intuitive Surgical made up 0.36% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #77 holding.
Polaris Wealth Advisory Group first reported a position in Intuitive Surgical in Q4 2013 and has held it in 10 quarters since.
Polaris Wealth Advisory Group's Intuitive Surgical position peaked at $10M in Q1 2022.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.