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Strategic Capital Advisers’s Intuitive Surgical ISRG Stock Holding History

Strategic Capital Advisers’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
Q2 		$2.4M Buy
11,977
+1,632
+16% +$383K 1.98% 25
2022
Q1 		$3.12M Sell
10,345
-543
-5% -$159K 2.38% 16
2021
Q4 		$3.91M Buy
10,888
+46
+0.4% +$15.8K 2.8% 12
2021
Q3 		$3.59M Sell
10,842
-243
-2% -$81.6K 2.8% 7
2021
Q2 		$3.4M Sell
11,085
-702
-6% -$197K 2.81% 9
2021
Q1 		$2.9M Sell
11,787
-1,713
-13% -$431K 2.52% 13
2020
Q4 		$3.68M Sell
13,500
-345
-2% -$85.7K 3.14% 8
2020
Q3 		$3.27M Sell
13,845
-183
-1% -$41.1K 3.07% 10
2020
Q2 		$2.67M Sell
14,028
-1,092
-7% -$196K 2.68% 14
2020
Q1 		$2.5M Hold
15,120
– – 3.02% 11
2019
Q4 		$2.98M Buy
15,120
+114
+0.8% +$21.3K 2.79% 9
2019
Q3 		$2.7M Sell
15,006
-243
-2% -$42K 3% 8
2019
Q2 		$2.67M Sell
15,249
-975
-6% -$167K 2.81% 13
2019
Q1 		$3.09M Sell
16,224
-252
-2% -$44.8K 3.34% 7
2018
Q4 		$2.63M Sell
16,476
-5,922
-26% -$1M 2.82% 10
2018
Q3 		$4.29M Sell
22,398
-936
-4% -$166K 3.05% 8
2018
Q2 		$3.96M Buy
23,334
+2,655
+13% +$405K 2.89% 9
2018
Q1 		$2.52M Hold
20,679
– – 2.48% 11
2017
Q4 		$2.52M Buy
+20,679
New +$2.59M 2.48% 11

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Capital Advisers's ISRG Position: Q2 2022 in Review

Strategic Capital Advisers increased its Intuitive Surgical (ISRG) stake by 16% in Q2 2022, buying an estimated $383K and bringing the position to 11,977 shares worth $2.4M. The position accounts for 1.98% of the portfolio, ranked #25.

Strategic Capital Advisers first reported a position in ISRG in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.29M in Q3 2018. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Strategic Capital Advisers held 11,977 shares of Intuitive Surgical worth $2.4M as of Q2 2022.
  • Strategic Capital Advisers bought 1,632 Intuitive Surgical shares in Q2 2022, an estimated $383K.
  • Intuitive Surgical made up 1.98% of Strategic Capital Advisers's portfolio in Q2 2022, its #25 holding.
  • Strategic Capital Advisers first reported a position in Intuitive Surgical in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's Intuitive Surgical position peaked at $4.29M in Q3 2018.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.