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Regal Wealth Group’s Intuitive Surgical ISRG Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-126
Closed -$31K – 150
2021
Q1 		$31K Sell
126
-150
-54% -$37.7K 0.02% 119
2020
Q4 		$75K Hold
276
– – 0.05% 73
2020
Q3 		$65K Hold
276
– – 0.05% 72
2020
Q2 		$52K Hold
276
– – 0.04% 80
2020
Q1 		$46K Buy
+276
New +$50.5K 0.05% 72

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Wealth Group's ISRG Position: Q2 2021 in Review

Regal Wealth Group sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 126 shares — an estimated $31K sold.

Regal Wealth Group first reported a position in ISRG in Q1 2020 and held it in 5 quarters. The position peaked at $75K in Q4 2020. 1,320 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Regal Wealth Group reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 126 Intuitive Surgical shares in Q2 2021, an estimated $31K.
  • Regal Wealth Group first reported a position in Intuitive Surgical in Q1 2020 and held it in 5 quarters.
  • Regal Wealth Group's Intuitive Surgical position peaked at $75K in Q4 2020.
  • 1,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.