SFS
ISRG icon

Strategic Financial Services’s Intuitive Surgical ISRG Stock Holding History

Strategic Financial Services’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 		– Sell
-764
Closed -$230K – 136
2022
Q1 		$230K Buy
764
+200
+35% +$58.4K 0.02% 128
2021
Q4 		$203K Buy
+564
New +$194K 0.02% 132
2021
Q3 		– Sell
-939
Closed -$288K – 132
2021
Q2 		$288K Hold
939
– – 0.02% 119
2021
Q1 		$231K Buy
+939
New +$236K 0.02% 125

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Financial Services's ISRG Position: Q2 2022 in Review

Strategic Financial Services sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 764 shares — an estimated $230K sold.

Strategic Financial Services first reported a position in ISRG in Q1 2021 and held it in 4 quarters. The position peaked at $288K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Strategic Financial Services reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • Strategic Financial Services sold 764 Intuitive Surgical shares in Q2 2022, an estimated $230K.
  • Strategic Financial Services first reported a position in Intuitive Surgical in Q1 2021 and held it in 4 quarters.
  • Strategic Financial Services's Intuitive Surgical position peaked at $288K in Q2 2021.
  • 1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Strategic Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.