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WealthStone’s Intuitive Surgical ISRG Stock Holding History

WealthStone’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
Q1 		$458K Buy
1,863
+102
+6% +$25.7K 0.16% 97
2020
Q4 		$480K Buy
1,761
+57
+3% +$14.2K 0.17% 85
2020
Q3 		$403K Buy
+1,704
New +$383K 0.18% 79
2019
Q3 		– Sell
-1,782
Closed -$312K – 320
2019
Q2 		$312K Buy
+1,782
New +$305K 0.14% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthStone's ISRG Position: Q1 2021 in Review

WealthStone increased its Intuitive Surgical (ISRG) stake by 5.8% in Q1 2021, buying an estimated $25.7K and bringing the position to 1,863 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #97.

WealthStone first reported a position in ISRG in Q2 2019 and has held it in 4 quarters since. The position peaked at $480K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • WealthStone held 1,863 shares of Intuitive Surgical worth $458K as of Q1 2021.
  • WealthStone bought 102 Intuitive Surgical shares in Q1 2021, an estimated $25.7K.
  • Intuitive Surgical made up 0.16% of WealthStone's portfolio in Q1 2021, its #97 holding.
  • WealthStone first reported a position in Intuitive Surgical in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's Intuitive Surgical position peaked at $480K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.