WA
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WealthTrust-Arizona’s Intuitive Surgical ISRG Stock Holding History

WealthTrust-Arizona’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
Q4 		$92K Buy
579
+150
+35% +$25.4K 0.05% 102
2018
Q3 		$82K Buy
429
+54
+14% +$9.59K 0.04% 114
2018
Q2 		$60K Buy
375
+93
+33% +$14.2K 0.03% 133
2018
Q1 		$39K Buy
282
+201
+248% +$28.1K 0.02% 190
2017
Q4 		$10K Hold
81
– – ﹤0.01% 395
2017
Q3 		$9K Buy
+81
New +$8.83K ﹤0.01% 415
2017
Q2 		– Sell
-45
Closed -$4K – 659
2017
Q1 		$4K Hold
45
– – ﹤0.01% 491
2016
Q4 		$3K Hold
45
– – ﹤0.01% 514
2016
Q3 		$4K Hold
45
– – ﹤0.01% 500
2016
Q2 		$3K Buy
+45
New +$3.17K ﹤0.01% 513
2013
Q3 		– Sell
-207
Closed -$12K – 658
2013
Q2 		$12K Buy
+207
New +$11.4K 0.02% 300

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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