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Westwood Holdings Group’s Intuitive Surgical ISRG Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-2,066
Closed -$548K – 543
2022
Q4 		$548K Sell
2,066
-287
-12% -$70K ﹤0.01% 396
2022
Q3 		$441K Sell
2,353
-1,427
-38% -$306K 0.01% 380
2022
Q2 		$758K Sell
3,780
-14
-0.4% -$3.28K 0.01% 365
2022
Q1 		$1.14M Sell
3,794
-435
-10% -$127K 0.01% 348
2021
Q4 		$1.52M Buy
4,229
+1,622
+62% +$558K 0.01% 319
2021
Q3 		$288K Sell
2,607
-198
-7% -$66.5K ﹤0.01% 398
2021
Q2 		$860K Sell
2,805
-1,200
-30% -$337K 0.01% 353
2021
Q1 		$986K Sell
4,005
-546
-12% -$137K 0.01% 343
2020
Q4 		$1.24M Sell
4,551
-198
-4% -$49.2K 0.01% 321
2020
Q3 		$1.12M Sell
4,749
-258
-5% -$57.9K 0.01% 310
2020
Q2 		$951K Buy
5,007
+3,612
+259% +$647K 0.01% 333
2020
Q1 		$230K Buy
+1,395
New +$255K ﹤0.01% 378

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group's ISRG Position: Q1 2023 in Review

Westwood Holdings Group sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 2,066 shares — an estimated $548K sold.

Westwood Holdings Group first reported a position in ISRG in Q1 2020 and held it in 12 quarters. The position peaked at $1.52M in Q4 2021. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Westwood Holdings Group reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 2,066 Intuitive Surgical shares in Q1 2023, an estimated $548K.
  • Westwood Holdings Group first reported a position in Intuitive Surgical in Q1 2020 and held it in 12 quarters.
  • Westwood Holdings Group's Intuitive Surgical position peaked at $1.52M in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.