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USCA RIA’s Intuitive Surgical ISRG Stock Holding History

USCA RIA’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
Q2 		$414K Buy
1,350
+9
+0.7% +$2.52K 0.03% 428
2021
Q1 		$330K Buy
1,341
+129
+11% +$32.5K 0.02% 437
2020
Q4 		$331K Sell
1,212
-21
-2% -$5.21K 0.02% 392
2020
Q3 		$292K Sell
1,233
-1,926
-61% -$432K 0.02% 374
2020
Q2 		$600K Buy
3,159
+48
+2% +$8.6K 0.05% 265
2020
Q1 		$514K Buy
3,111
+321
+12% +$58.8K 0.06% 263
2019
Q4 		$550K Buy
2,790
+39
+1% +$7.3K 0.05% 313
2019
Q3 		$495K Sell
2,751
-120
-4% -$20.8K 0.05% 305
2019
Q2 		$502K Buy
2,871
+678
+31% +$116K 0.05% 297
2019
Q1 		$417K Sell
2,193
-639
-23% -$114K 0.05% 299
2018
Q4 		$452K Buy
2,832
+1,776
+168% +$301K 0.06% 273
2018
Q3 		$202K Buy
+1,056
New +$188K 0.02% 445

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 $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USCA RIA's ISRG Position: Q2 2021 in Review

USCA RIA increased its Intuitive Surgical (ISRG) stake by 0.67% in Q2 2021, buying an estimated $2.52K and bringing the position to 1,350 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #428.

USCA RIA first reported a position in ISRG in Q3 2018 and has held it in 12 quarters since. The position peaked at $600K in Q2 2020. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • USCA RIA held 1,350 shares of Intuitive Surgical worth $414K as of Q2 2021.
  • USCA RIA bought 9 Intuitive Surgical shares in Q2 2021, an estimated $2.52K.
  • Intuitive Surgical made up 0.03% of USCA RIA's portfolio in Q2 2021, its #428 holding.
  • USCA RIA first reported a position in Intuitive Surgical in Q3 2018 and has held it in 12 quarters since.
  • USCA RIA's Intuitive Surgical position peaked at $600K in Q2 2020.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.