SAM
ISRG icon

Strategic Asset Management’s Intuitive Surgical ISRG Stock Holding History

Strategic Asset Management’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
2022
Q3 		$1K Hold
6
– – ﹤0.01% 557
2022
Q2 		$1K Hold
6
– – ﹤0.01% 586
2022
Q1 		$2K Hold
6
– – ﹤0.01% 504
2021
Q4 		$2K Buy
+6
New +$2.06K ﹤0.01% 474

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Strategic Asset Management's ISRG Position: Q3 2022 in Review

Strategic Asset Management held its Intuitive Surgical (ISRG) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Strategic Asset Management first reported a position in ISRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Strategic Asset Management held 6 shares of Intuitive Surgical worth $1K as of Q3 2022.
  • Strategic Asset Management left its Intuitive Surgical share count unchanged in Q3 2022.
  • Intuitive Surgical made up ﹤0.01% of Strategic Asset Management's portfolio in Q3 2022, its #557 holding.
  • Strategic Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's Intuitive Surgical position peaked at $2K in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.