Private Ocean’s Intuitive Surgical ISRG Stock Holding History

Private Ocean’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 Q1	–	Sell	-31	Closed	-$8.23K	–	637
2022 Q4	$8.23K	Buy	31 +22	+244%	+$5.36K	﹤0.01%	390
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	510
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	448
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	479
2021 Q4	$3K	Hold	9	–	–	﹤0.01%	497
2021 Q3	$3K	Buy	+9	New	+$3.02K	﹤0.01%	490
2018 Q1	–	Sell	-45	Closed	-$5K	–	458
2017 Q4	$5K	Buy	+45	New	+$5.63K	﹤0.01%	277

Other funds holding ISRG

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

BlackRock New York $5.72T 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Ocean's ISRG Position: Q1 2023 in Review

Private Ocean sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 31 shares — an estimated $8.23K sold.

Private Ocean first reported a position in ISRG in Q4 2017 and held it in 7 quarters. The position peaked at $8.23K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

Private Ocean reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 31 Intuitive Surgical shares in Q1 2023, an estimated $8.23K.
Private Ocean first reported a position in Intuitive Surgical in Q4 2017 and held it in 7 quarters.
Private Ocean's Intuitive Surgical position peaked at $8.23K in Q4 2022.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.