Reilly Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Reilly Financial Advisors’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 Q4	$172K	Buy	480 +12	+3%	+$4.13K	0.01%	223
2021 Q3	$155K	Hold	468	–	–	0.01%	218
2021 Q2	$143K	Hold	468	–	–	0.01%	238
2021 Q1	$115K	Hold	468	–	–	0.01%	250
2020 Q4	$128K	Buy	468 +3	+0.6%	+$745	0.01%	230
2020 Q3	$110K	Hold	465	–	–	0.01%	222
2020 Q2	$88K	Sell	465 -3	-0.6%	-$538	0.01%	242
2020 Q1	$77K	Sell	468 -30	-6%	-$5.5K	0.01%	244
2019 Q4	$98K	Buy	498 +273	+121%	+$51.1K	0.01%	246
2019 Q3	$40K	Hold	225	–	–	﹤0.01%	371
2019 Q2	$39K	Hold	225	–	–	﹤0.01%	394
2019 Q1	$43K	Hold	225	–	–	0.01%	373
2018 Q4	$36K	Sell	225 -60	-21%	-$10.2K	0.01%	387
2018 Q3	$55K	Buy	285 +60	+27%	+$10.7K	0.01%	344
2018 Q2	$36K	Hold	225	–	–	0.01%	374
2018 Q1	$31K	Buy	225 +180	+400%	+$25.1K	﹤0.01%	372
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	776
2017 Q3	$5K	Hold	45	–	–	﹤0.01%	756
2017 Q2	$5K	Hold	45	–	–	﹤0.01%	765
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	784
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	732
2016 Q3	$4K	Hold	45	–	–	﹤0.01%	673
2016 Q2	$3K	Buy	+45	New	+$3.17K	﹤0.01%	678
2015 Q4	–	Sell	-90	Closed	-$5.05K	–	1294
2015 Q3	$5K	Sell	90 -225	-71%	-$12.7K	﹤0.01%	958
2015 Q2	$17K	Hold	315	–	–	﹤0.01%	718
2015 Q1	$18K	Hold	315	–	–	﹤0.01%	691
2014 Q4	$19K	Hold	315	–	–	﹤0.01%	406
2014 Q3	$16K	Hold	315	–	–	﹤0.01%	432
2014 Q2	$14K	Hold	315	–	–	﹤0.01%	485
2014 Q1	$15K	Hold	315	–	–	﹤0.01%	479
2013 Q4	$13K	Hold	315	–	–	﹤0.01%	478
2013 Q3	$13K	Hold	315	–	–	﹤0.01%	414
2013 Q2	$18K	Buy	+315	New	+$17.4K	0.01%	357

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Reilly Financial Advisors's ISRG Position: Q4 2021 in Review

Reilly Financial Advisors increased its Intuitive Surgical (ISRG) stake by 2.6% in Q4 2021, buying an estimated $4.13K and bringing the position to 480 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #223.

Reilly Financial Advisors first reported a position in ISRG in Q2 2013 and has held it in 33 quarters since. 1,534 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

Reilly Financial Advisors held 480 shares of Intuitive Surgical worth $172K as of Q4 2021.
Reilly Financial Advisors bought 12 Intuitive Surgical shares in Q4 2021, an estimated $4.13K.
Intuitive Surgical made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #223 holding.
Reilly Financial Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 33 quarters since.
1,534 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.