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Price Wealth’s Intuitive Surgical ISRG Stock Holding History

Price Wealth’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
2020
Q3 		$162K Buy
684
+564
+470% +$127K 0.05% 83
2020
Q2 		$23K Buy
120
+84
+233% +$15.1K 0.01% 115
2020
Q1 		$6K Buy
+36
New +$6.59K ﹤0.01% 194
2018
Q3 		– Sell
-81
Closed -$13K – 296
2018
Q2 		$13K Buy
81
+54
+200% +$8.23K ﹤0.01% 257
2018
Q1 		$4K Sell
27
-27
-50% -$3.77K ﹤0.01% 248
2017
Q4 		$6K Buy
+54
New +$6.76K ﹤0.01% 234

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Price Wealth's ISRG Position: Q3 2020 in Review

Price Wealth increased its Intuitive Surgical (ISRG) stake by 470% in Q3 2020, buying an estimated $127K and bringing the position to 684 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #83.

Price Wealth first reported a position in ISRG in Q4 2017 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Price Wealth held 684 shares of Intuitive Surgical worth $162K as of Q3 2020.
  • Price Wealth bought 564 Intuitive Surgical shares in Q3 2020, an estimated $127K.
  • Intuitive Surgical made up 0.05% of Price Wealth's portfolio in Q3 2020, its #83 holding.
  • Price Wealth first reported a position in Intuitive Surgical in Q4 2017 and has held it in 6 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.