WealthOne’s Intuitive Surgical ISRG Stock Holding History

WealthOne’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 Q3	$263K	Sell	900 -9	-1%	-$2.81K	0.11%	63
2023 Q2	$311K	Hold	909	–	–	0.11%	74
2023 Q1	$232K	Hold	909	–	–	0.09%	94
2022 Q4	$241K	Buy	+909	New	+$222K	0.1%	100
2022 Q2	–	Sell	-920	Closed	-$278K	–	129
2022 Q1	$278K	Buy	920 +20	+2%	+$5.84K	0.1%	99
2021 Q4	$323K	Hold	900	–	–	0.11%	85
2021 Q3	$298K	Hold	900	–	–	0.11%	104
2021 Q2	$276K	Hold	900	–	–	0.11%	102
2021 Q1	$222K	Buy	+900	New	+$226K	0.1%	110

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's ISRG Position: Q3 2023 in Review

WealthOne reduced its Intuitive Surgical (ISRG) stake by 0.99% in Q3 2023, selling an estimated $2.81K and leaving 900 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #63.

WealthOne first reported a position in ISRG in Q1 2021 and has held it in 9 quarters since. The position peaked at $323K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

WealthOne held 900 shares of Intuitive Surgical worth $263K as of Q3 2023.
WealthOne sold 9 Intuitive Surgical shares in Q3 2023, an estimated $2.81K.
Intuitive Surgical made up 0.11% of WealthOne's portfolio in Q3 2023, its #63 holding.
WealthOne first reported a position in Intuitive Surgical in Q1 2021 and has held it in 9 quarters since.
WealthOne's Intuitive Surgical position peaked at $323K in Q4 2021.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.