TA
ISRG icon

Tectonic Advisors’s Intuitive Surgical ISRG Stock Holding History

Tectonic 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
2022
Q3 		– Sell
-1,313
Closed -$264K – 212
2022
Q2 		$264K Buy
1,313
+5
+0.4% +$1.17K 0.05% 165
2022
Q1 		$395K Hold
1,308
– – 0.07% 145
2021
Q4 		$470K Hold
1,308
– – 0.08% 132
2021
Q3 		$433K Hold
1,308
– – 0.09% 128
2021
Q2 		$401K Sell
1,308
-225
-15% -$63.1K 0.08% 120
2021
Q1 		$378K Sell
1,533
-210
-12% -$52.8K 0.09% 120
2020
Q4 		$475K Buy
+1,743
New +$433K 0.13% 103

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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tectonic Advisors's ISRG Position: Q3 2022 in Review

Tectonic Advisors sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 1,313 shares — an estimated $264K sold.

Tectonic Advisors first reported a position in ISRG in Q4 2020 and held it in 7 quarters. The position peaked at $475K in Q4 2020. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Tectonic Advisors reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Tectonic Advisors sold 1,313 Intuitive Surgical shares in Q3 2022, an estimated $264K.
  • Tectonic Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 7 quarters.
  • Tectonic Advisors's Intuitive Surgical position peaked at $475K in Q4 2020.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Tectonic Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.