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Strategic Wealth Investment Group’s Intuitive Surgical ISRG Stock Holding History

Strategic Wealth Investment Group’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
-4,614
Closed -$1.18M – 132
2023
Q1 		$1.18M Buy
4,614
+3,129
+211% +$771K 0.22% 65
2022
Q4 		$381K Buy
+1,485
New +$362K 0.09% 82

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

Strategic Wealth Investment Group's ISRG Position: Q2 2023 in Review

Strategic Wealth Investment Group sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 4,614 shares — an estimated $1.18M sold.

Strategic Wealth Investment Group first reported a position in ISRG in Q4 2022 and held it in 2 quarters. The position peaked at $1.18M in Q1 2023. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Strategic Wealth Investment Group reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4,614 Intuitive Surgical shares in Q2 2023, an estimated $1.18M.
  • Strategic Wealth Investment Group first reported a position in Intuitive Surgical in Q4 2022 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Intuitive Surgical position peaked at $1.18M in Q1 2023.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2023, filed 17 Jul 2023.