Tru Independence Asset Management 2’s Intuitive Surgical ISRG Stock Holding History

Tru Independence Asset Management 2’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 Q1	$2.77M	Buy	+10,843	New	+$2.67M	2.78%	10
2022 Q3	$204K	Buy	+1,087	New	+$233K	0.22%	64
2022 Q1	–	Sell	-585	Closed	-$210K	–	117
2021 Q4	$210K	Buy	+585	New	+$201K	0.11%	127
2021 Q1	–	Sell	-2,379	Closed	-$649K	–	253
2020 Q4	$649K	Buy	+2,379	New	+$591K	0.55%	43

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tru Independence Asset Management 2's ISRG Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Intuitive Surgical (ISRG) in Q1 2023: 10,843 shares worth $2.77M. The stake represents 2.78% of the portfolio and ranks #10 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in ISRG as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in ISRG in Q4 2020 and has held it in 4 quarters since. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

Tru Independence Asset Management 2 held 10,843 shares of Intuitive Surgical worth $2.77M as of Q1 2023.
Intuitive Surgical was a new Tru Independence Asset Management 2 position in Q1 2023.
Intuitive Surgical made up 2.78% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #10 holding.
Tru Independence Asset Management 2 first reported a position in Intuitive Surgical in Q4 2020 and has held it in 4 quarters since.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.