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Wealthspire Advisors (Maryland)’s Intuitive Surgical ISRG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.45M Buy
6,126
+3,717
+154% +$835K 0.05% 156
2020
Q2 		$458K Buy
+2,409
New +$432K 0.03% 276
2020
Q1 		– Sell
-2,208
Closed -$435K – 469
2019
Q4 		$435K Buy
2,208
+51
+2% +$9.55K 0.03% 302
2019
Q3 		$388K Buy
2,157
+114
+6% +$19.7K 0.03% 299
2019
Q2 		$357K Sell
2,043
-1,059
-34% -$181K 0.03% 313
2019
Q1 		$590K Sell
3,102
-615
-17% -$109K 0.04% 225
2018
Q4 		$593K Buy
3,717
+63
+2% +$10.7K 0.05% 192
2018
Q3 		$699K Sell
3,654
-99
-3% -$17.6K 0.06% 187
2018
Q2 		$599K Buy
3,753
+96
+3% +$14.6K 0.05% 203
2018
Q1 		$503K Sell
3,657
-111
-3% -$15.5K 0.05% 243
2017
Q4 		$458K Buy
3,768
+366
+11% +$45.8K 0.04% 273
2017
Q3 		$395K Buy
3,402
+846
+33% +$92.2K 0.04% 291
2017
Q2 		$266K Buy
2,556
+36
+1% +$3.46K 0.03% 370
2017
Q1 		$215K Buy
2,520
+45
+2% +$3.56K 0.03% 367
2016
Q4 		$174K Hold
2,475
– – 0.03% 414
2016
Q3 		$199K Buy
2,475
+729
+42% +$55.8K 0.03% 385
2016
Q2 		$128K Buy
1,746
+909
+109% +$64K 0.02% 482
2016
Q1 		$56K Hold
837
– – 0.01% 678
2015
Q4 		$51K Buy
+837
New +$47K 0.01% 709

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Wealthspire Advisors (Maryland)'s ISRG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Intuitive Surgical (ISRG) stake by 154% in Q3 2020, buying an estimated $835K and bringing the position to 6,126 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #156.

Wealthspire Advisors (Maryland) first reported a position in ISRG in Q4 2015 and has held it in 19 quarters since. 1,153 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,126 shares of Intuitive Surgical worth $1.45M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,717 Intuitive Surgical shares in Q3 2020, an estimated $835K.
  • Intuitive Surgical made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #156 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Intuitive Surgical in Q4 2015 and has held it in 19 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.