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Schubert & Co’s Intuitive Surgical ISRG Stock Holding History

Schubert & Co’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
Q2 		– Sell
-9
Closed -$2.3K – 762
2023
Q1 		$2.3K Sell
9
-2
-18% -$493 ﹤0.01% 844
2022
Q4 		$2.92K Buy
11
+7
+175% +$1.71K ﹤0.01% 667
2022
Q3 		$1K Sell
4
-3
-43% -$644 ﹤0.01% 1133
2022
Q2 		$1K Buy
7
+1
+17% +$235 ﹤0.01% 1146
2022
Q1 		$2K Sell
6
-1
-14% -$292 ﹤0.01% 431
2021
Q4 		$3K Buy
+7
New +$2.41K ﹤0.01% 231

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's ISRG Position: Q2 2023 in Review

Schubert & Co sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 9 shares — an estimated $2.3K sold.

Schubert & Co first reported a position in ISRG in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Schubert & Co reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 9 Intuitive Surgical shares in Q2 2023, an estimated $2.3K.
  • Schubert & Co first reported a position in Intuitive Surgical in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Intuitive Surgical position peaked at $3K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.