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Waverton Investment Management’s Intuitive Surgical ISRG Stock Holding History

Waverton Investment 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
Q1 		– Sell
-43,704
Closed -$11.6M – 83
2022
Q4 		$11.6M Sell
43,704
-2,600
-6% -$634K 0.43% 46
2022
Q3 		$8.68M Buy
46,304
+756
+2% +$162K 0.36% 45
2022
Q2 		$9.14M Buy
45,548
+16,865
+59% +$3.96M 0.36% 43
2022
Q1 		$8.65M Buy
28,683
+2,076
+8% +$606K 0.29% 47
2021
Q4 		$9.56M Buy
+26,607
New +$9.15M 0.3% 44

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 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

Waverton Investment Management's ISRG Position: Q1 2023 in Review

Waverton Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 43,704 shares — an estimated $11.6M sold.

Waverton Investment Management first reported a position in ISRG in Q4 2021 and held it in 5 quarters. The position peaked at $11.6M in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Waverton Investment Management reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Waverton Investment Management sold 43,704 Intuitive Surgical shares in Q1 2023, an estimated $11.6M.
  • Waverton Investment Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 5 quarters.
  • Waverton Investment Management's Intuitive Surgical position peaked at $11.6M in Q4 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Waverton Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.