WIA
ISRG icon

Wealthstreet Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Wealthstreet Investment Advisors’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
-2,163
Closed -$533K – 205
2021
Q1 		$533K Hold
2,163
– – 0.05% 245
2020
Q4 		$590K Sell
2,163
-90
-4% -$22.3K 0.06% 225
2020
Q3 		$533K Buy
2,253
+600
+36% +$135K 0.06% 211
2020
Q2 		$314K Buy
+1,653
New +$296K 0.04% 262

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's ISRG Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 2,163 shares — an estimated $533K sold.

Wealthstreet Investment Advisors first reported a position in ISRG in Q2 2020 and held it in 4 quarters. The position peaked at $590K in Q4 2020. 1,320 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,163 Intuitive Surgical shares in Q2 2021, an estimated $533K.
  • Wealthstreet Investment Advisors first reported a position in Intuitive Surgical in Q2 2020 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Intuitive Surgical position peaked at $590K in Q4 2020.
  • 1,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.