RFA
ISRG icon

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
2016
Q2 		– Sell
-45
Closed -$3K – 892
2016
Q1 		$3K Hold
45
– – ﹤0.01% 1021
2015
Q4 		$3K Buy
+45
New +$2.53K ﹤0.01% 1022

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
AllianceBernstein
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.