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Wealthfront’s Intuitive Surgical ISRG Stock Holding History

Wealthfront’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
2018
Q3 		$2.08M Buy
10,860
+84
+0.8% +$14.9K 0.02% 122
2018
Q2 		$1.72M Buy
10,776
+18
+0.2% +$2.75K 0.02% 143
2018
Q1 		$1.48M Buy
10,758
+1,989
+23% +$278K 0.02% 180
2017
Q4 		$1.07M Buy
8,769
+1,839
+27% +$230K 0.01% 216
2017
Q3 		$805K Buy
6,930
+513
+8% +$55.9K 0.01% 234
2017
Q2 		$667K Buy
6,417
+693
+12% +$66.6K 0.01% 215
2017
Q1 		$487K Buy
5,724
+864
+18% +$68.3K 0.01% 232
2016
Q4 		$342K Sell
4,860
-837
-15% -$61.5K 0.01% 273
2016
Q3 		$459K Buy
5,697
+837
+17% +$64.1K 0.01% 193
2016
Q2 		$357K Buy
4,860
+999
+26% +$70.3K 0.01% 227
2016
Q1 		$258K Sell
3,861
-171
-4% -$10.6K 0.01% 267
2015
Q4 		$245K Buy
4,032
+1,683
+72% +$94.5K 0.01% 256
2015
Q3 		$120K Sell
2,349
-1,341
-36% -$76K ﹤0.01% 370
2015
Q2 		$199K Buy
3,690
+1,044
+39% +$58.4K 0.01% 265
2015
Q1 		$148K Buy
2,646
+216
+9% +$12.2K 0.01% 312
2014
Q4 		$143K Buy
2,430
+792
+48% +$44.1K 0.01% 289
2014
Q3 		$84K Buy
1,638
+738
+82% +$36.6K 0.01% 316
2014
Q2 		$40K Buy
900
+423
+89% +$18.7K ﹤0.01% 406
2014
Q1 		$26K Buy
+477
New +$22.5K ﹤0.01% 387

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wealthfront's ISRG Position: Q3 2018 in Review

Wealthfront increased its Intuitive Surgical (ISRG) stake by 0.78% in Q3 2018, buying an estimated $14.9K and bringing the position to 10,860 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #122.

Wealthfront first reported a position in ISRG in Q1 2014 and has held it in 19 quarters since. 899 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

  • Wealthfront held 10,860 shares of Intuitive Surgical worth $2.08M as of Q3 2018.
  • Wealthfront bought 84 Intuitive Surgical shares in Q3 2018, an estimated $14.9K.
  • Intuitive Surgical made up 0.02% of Wealthfront's portfolio in Q3 2018, its #122 holding.
  • Wealthfront first reported a position in Intuitive Surgical in Q1 2014 and has held it in 19 quarters since.
  • 899 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.