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Vigilant Capital Management’s Intuitive Surgical ISRG Stock Holding History

Vigilant Capital Management’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
Q2 		$16.7M Sell
48,794
-1,397
-3% -$423K 1.25% 36
2023
Q1 		$12.8M Sell
50,191
-413
-0.8% -$102K 1.04% 38
2022
Q4 		$13.4M Buy
50,604
+738
+1% +$180K 1.15% 37
2022
Q3 		$9.35M Buy
49,866
+1,549
+3% +$333K 0.88% 42
2022
Q2 		$9.7M Buy
48,317
+3,164
+7% +$742K 0.84% 43
2022
Q1 		$13.6M Buy
45,153
+1,311
+3% +$383K 1.04% 40
2021
Q4 		$15.8M Sell
43,842
-330
-0.7% -$114K 1.1% 40
2021
Q3 		$14.6M Sell
44,172
-1,521
-3% -$511K 1.17% 43
2021
Q2 		$14M Sell
45,693
-1,383
-3% -$388K 1.13% 42
2021
Q1 		$11.6M Buy
47,076
+678
+1% +$171K 1.03% 41
2020
Q4 		$12.7M Sell
46,398
-618
-1% -$153K 1.21% 41
2020
Q3 		$11.1M Buy
47,016
+51
+0.1% +$11.5K 1.22% 40
2020
Q2 		$8.92M Sell
46,965
-444
-0.9% -$79.6K 1.08% 42
2020
Q1 		$7.83M Buy
+47,409
New +$8.68M 1.14% 42
2016
Q3 		– Sell
-90
Closed -$7K – 335
2016
Q2 		$7K Hold
90
– – ﹤0.01% 300
2016
Q1 		$6K Hold
90
– – ﹤0.01% 223
2015
Q4 		$5K Buy
+90
New +$5.05K ﹤0.01% 250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Vigilant Capital Management's ISRG Position: Q2 2023 in Review

Vigilant Capital Management reduced its Intuitive Surgical (ISRG) stake by 2.8% in Q2 2023, selling an estimated $423K and leaving 48,794 shares worth $16.7M. The position accounts for 1.25% of the portfolio, ranked #36.

Vigilant Capital Management first reported a position in ISRG in Q4 2015 and has held it in 17 quarters since. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Vigilant Capital Management held 48,794 shares of Intuitive Surgical worth $16.7M as of Q2 2023.
  • Vigilant Capital Management sold 1,397 Intuitive Surgical shares in Q2 2023, an estimated $423K.
  • Intuitive Surgical made up 1.25% of Vigilant Capital Management's portfolio in Q2 2023, its #36 holding.
  • Vigilant Capital Management first reported a position in Intuitive Surgical in Q4 2015 and has held it in 17 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.