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Sutton Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Sutton Wealth Advisors’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
Q3 		$40.6K Hold
139
– – 0.02% 254
2023
Q2 		$47.5K Buy
139
+76
+121% +$23K 0.02% 232
2023
Q1 		$16.1K Sell
63
-10
-14% -$2.46K 0.01% 341
2022
Q4 		$19.4K Sell
73
-57
-44% -$13.9K 0.01% 705
2022
Q3 		$24.4K Buy
130
+40
+44% +$8.59K 0.01% 598
2022
Q2 		$18.1K Sell
90
-9
-9% -$2.11K 0.01% 713
2022
Q1 		$29.9K Buy
99
+18
+22% +$5.26K 0.01% 580
2021
Q4 		$29.1K Buy
81
+3
+4% +$1.03K 0.01% 594
2021
Q3 		$25.8K Buy
78
+3
+4% +$1.01K 0.01% 617
2021
Q2 		$23K Buy
75
+12
+19% +$3.37K 0.01% 663
2021
Q1 		$15.5K Sell
63
-12
-16% -$3.02K 0.01% 752
2020
Q4 		$20.5K Buy
75
+12
+19% +$2.98K 0.01% 609
2020
Q3 		$14.9K Buy
63
+12
+24% +$2.69K 0.01% 626
2020
Q2 		$9.69K Sell
51
-27
-35% -$4.84K 0.01% 711
2020
Q1 		$12.9K Buy
78
+42
+117% +$7.69K 0.01% 587
2019
Q4 		$7.09K Hold
36
– – ﹤0.01% 886
2019
Q3 		$6.48K Buy
36
+9
+33% +$1.56K ﹤0.01% 888
2019
Q2 		$4.72K Sell
27
-15
-36% -$2.57K ﹤0.01% 945
2019
Q1 		$7.99K Buy
42
+15
+56% +$2.67K ﹤0.01% 839
2018
Q4 		$4.31K Buy
27
+9
+50% +$1.52K ﹤0.01% 910
2018
Q3 		$3.44K Hold
18
– – ﹤0.01% 948
2018
Q2 		$2.87K Buy
18
+9
+100% +$1.37K ﹤0.01% 980
2018
Q1 		$1.24K Buy
+9
New +$1.26K ﹤0.01% 1031

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Sutton Wealth Advisors's ISRG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q3 2023 at 139 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #254.

Sutton Wealth Advisors first reported a position in ISRG in Q1 2018 and has held it in 23 quarters since. The position peaked at $47.5K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Sutton Wealth Advisors held 139 shares of Intuitive Surgical worth $40.6K as of Q3 2023.
  • Sutton Wealth Advisors left its Intuitive Surgical share count unchanged in Q3 2023.
  • Intuitive Surgical made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #254 holding.
  • Sutton Wealth Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 23 quarters since.
  • Sutton Wealth Advisors's Intuitive Surgical position peaked at $47.5K in Q2 2023.
  • 1,550 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.