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Wealthcare Capital Management’s Intuitive Surgical ISRG Stock Holding History

Wealthcare 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
2021
Q2 		– Sell
-102
Closed -$25K – 358
2021
Q1 		$25K Buy
+102
New +$25.7K ﹤0.01% 194
2020
Q1 		– Sell
-30
Closed -$6K – 452
2019
Q4 		$6K Buy
+30
New +$5.62K ﹤0.01% 236

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

Wealthcare Capital Management's ISRG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 102 shares — an estimated $25K sold.

Wealthcare Capital Management first reported a position in ISRG in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 102 Intuitive Surgical shares in Q2 2021, an estimated $25K.
  • Wealthcare Capital Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Intuitive Surgical position peaked at $25K in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.