TrueWealth LLC’s Intuitive Surgical ISRG Stock Holding History

TrueWealth LLC’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 Q2	$2K	Hold	9	–	–	﹤0.01%	638
2020 Q1	$1K	Sell	9 -18	-67%	-$3.3K	﹤0.01%	695
2019 Q4	$5K	Buy	27 +9	+50%	+$1.69K	﹤0.01%	565
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	614
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	622
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	636
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	623
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	686
2018 Q2	$3K	Hold	18	–	–	﹤0.01%	695
2018 Q1	$2K	Sell	18 -18	-50%	-$2.51K	﹤0.01%	700
2017 Q4	$4K	Buy	+36	New	+$4.5K	﹤0.01%	703

Other funds holding ISRG

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

TrueWealth LLC's ISRG Position: Q2 2020 in Review

TrueWealth LLC held its Intuitive Surgical (ISRG) position steady in Q2 2020 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

TrueWealth LLC first reported a position in ISRG in Q4 2017 and has held it in 11 quarters since. The position peaked at $5K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

TrueWealth LLC held 9 shares of Intuitive Surgical worth $2K as of Q2 2020.
TrueWealth LLC left its Intuitive Surgical share count unchanged in Q2 2020.
Intuitive Surgical made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #638 holding.
TrueWealth LLC first reported a position in Intuitive Surgical in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Intuitive Surgical position peaked at $5K in Q4 2019.
1,049 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.