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ISRG icon

Tiedemann Advisors’s Intuitive Surgical ISRG Stock Holding History

Tiedemann 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
2021
Q1 		– Sell
-3,462
Closed -$945K – 339
2020
Q4 		$945K Sell
3,462
-204
-6% -$50.7K 0.05% 157
2020
Q3 		$867K Sell
3,666
-213
-5% -$47.8K 0.04% 185
2020
Q2 		$738K Sell
3,879
-129
-3% -$23.1K 0.04% 186
2020
Q1 		$662K Sell
4,008
-2,466
-38% -$452K 0.04% 184
2019
Q4 		$1.27M Sell
6,474
-2,667
-29% -$499K 0.06% 147
2019
Q3 		$1.65M Buy
+9,141
New +$1.58M 0.08% 134
2017
Q3 		– Sell
-13,662
Closed -$1.42M – 401
2017
Q2 		$1.42M Buy
13,662
+8,280
+154% +$796K 0.1% 156
2017
Q1 		$458K Buy
+5,382
New +$425K 0.04% 289

Other funds holding ISRG

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return