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SVA Wealth Management’s Intuitive Surgical ISRG Stock Holding History

SVA Wealth 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
2020
Q4 		$6.62M Sell
24,261
-6,639
-21% -$1.65M 0.58% 35
2020
Q3 		$7.31M Sell
30,900
-777
-2% -$174K 0.72% 26
2020
Q2 		$6.02M Sell
31,677
-90
-0.3% -$16.1K 0.64% 35
2020
Q1 		$5.24M Sell
31,767
-1,629
-5% -$298K 0.6% 36
2019
Q4 		$6.58M Sell
33,396
-849
-2% -$159K 0.6% 36
2019
Q3 		$6.16M Sell
34,245
-921
-3% -$159K 0.6% 36
2019
Q2 		$6.15M Sell
35,166
-11,565
-25% -$1.98M 0.61% 34
2019
Q1 		$8.89M Buy
46,731
+1,062
+2% +$189K 0.86% 23
2018
Q4 		$7.29M Sell
45,669
-324
-0.7% -$54.9K 0.82% 26
2018
Q3 		$8.8M Sell
45,993
-5,076
-10% -$901K 0.89% 23
2018
Q2 		$8.14M Buy
51,069
+32,628
+177% +$4.98M 0.88% 25
2018
Q1 		$6.43M Sell
18,441
-37,041
-67% -$5.17M 0.79% 35
2017
Q4 		$6.75M Buy
55,482
+159
+0.3% +$19.9K 0.79% 34
2017
Q3 		$6.43M Sell
55,323
-693
-1% -$75.5K 0.79% 35
2017
Q2 		$5.82M Buy
56,016
+864
+2% +$83K 0.75% 39
2017
Q1 		$4.7M Buy
55,152
+684
+1% +$54K 0.64% 49
2016
Q4 		$3.84M Sell
54,468
-1,044
-2% -$76.8K 0.57% 59
2016
Q3 		$4.47M Buy
55,512
+1,404
+3% +$108K 0.7% 48
2016
Q2 		$3.98M Buy
54,108
+9
+0% +$633 0.64% 49
2016
Q1 		$3.61M Sell
54,099
-7,983
-13% -$495K 0.6% 54
2015
Q4 		$3.77M Buy
62,082
+9
+0% +$505 0.65% 50
2015
Q3 		$3.17M Buy
62,073
+1,575
+3% +$89.2K 0.59% 57
2015
Q2 		$3.26M Buy
60,498
+432
+0.7% +$24.2K 0.6% 60
2015
Q1 		$3.37M Buy
60,066
+52,947
+744% +$3M 0.62% 59
2014
Q4 		$418K Buy
7,119
+594
+9% +$33.1K 0.15% 128
2014
Q3 		$335K Buy
6,525
+1,044
+19% +$51.8K 0.14% 126
2014
Q2 		$251K Buy
5,481
+981
+22% +$43.3K 0.11% 141
2014
Q1 		$219K Buy
+4,500
New +$212K 0.1% 140

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

SVA Wealth Management's ISRG Position: Q4 2020 in Review

SVA Wealth Management reduced its Intuitive Surgical (ISRG) stake by 21% in Q4 2020, selling an estimated $1.65M and leaving 24,261 shares worth $6.62M. The position accounts for 0.58% of the portfolio, ranked #35.

SVA Wealth Management first reported a position in ISRG in Q1 2014 and has held it in 28 quarters since. The position peaked at $8.89M in Q1 2019. 1,252 funds tracked by Wall St. Rank hold ISRG as of Q4 2020.

  • SVA Wealth Management held 24,261 shares of Intuitive Surgical worth $6.62M as of Q4 2020.
  • SVA Wealth Management sold 6,639 Intuitive Surgical shares in Q4 2020, an estimated $1.65M.
  • Intuitive Surgical made up 0.58% of SVA Wealth Management's portfolio in Q4 2020, its #35 holding.
  • SVA Wealth Management first reported a position in Intuitive Surgical in Q1 2014 and has held it in 28 quarters since.
  • SVA Wealth Management's Intuitive Surgical position peaked at $8.89M in Q1 2019.
  • 1,252 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.