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Windsor Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Windsor Wealth Management’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
Q3 		$493K Hold
1,685
– – 0.09% 99
2023
Q2 		$576K Buy
1,685
+135
+9% +$40.8K 0.1% 94
2023
Q1 		$401K Sell
1,550
-74
-5% -$18.2K 0.08% 107
2022
Q4 		$439K Sell
1,624
-1
-0.1% -$244 0.09% 105
2022
Q3 		$307K Buy
1,625
+9
+0.6% +$1.93K 0.08% 116
2022
Q2 		$332K Sell
1,616
-6
-0.4% -$1.41K 0.08% 113
2022
Q1 		$470K Buy
1,622
+75
+5% +$21.9K 0.09% 156
2021
Q4 		$549K Buy
1,547
+14
+0.9% +$4.82K 0.1% 147
2021
Q3 		$516K Hold
1,533
– – 0.11% 151
2021
Q2 		$470K Sell
1,533
-177
-10% -$49.7K 0.1% 153
2021
Q1 		$421K Sell
1,710
-63
-4% -$15.8K 0.1% 152
2020
Q4 		$483K Buy
1,773
+30
+2% +$7.45K 0.12% 138
2020
Q3 		$414K Buy
1,743
+33
+2% +$7.41K 0.12% 139
2020
Q2 		$325K Hold
1,710
– – 0.1% 149
2020
Q1 		$282K Sell
1,710
-9
-0.5% -$1.65K 0.11% 151
2019
Q4 		$339K Hold
1,719
– – 0.12% 150
2019
Q3 		$293K Sell
1,719
-687
-29% -$119K 0.13% 147
2019
Q2 		$425K Buy
2,406
+1,047
+77% +$179K 0.19% 124
2019
Q1 		$258K Hold
1,359
– – 0.14% 130
2018
Q4 		$217K Sell
1,359
-63
-4% -$10.7K 0.15% 124
2018
Q3 		$272K Hold
1,422
– – 0.18% 111
2018
Q2 		$227K Buy
+1,422
New +$217K 0.18% 115

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Wealth Management's ISRG Position: Q3 2023 in Review

Windsor Wealth Management held its Intuitive Surgical (ISRG) position steady in Q3 2023 at 1,685 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #99.

Windsor Wealth Management first reported a position in ISRG in Q2 2018 and has held it in 22 quarters since. The position peaked at $576K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Windsor Wealth Management held 1,685 shares of Intuitive Surgical worth $493K as of Q3 2023.
  • Windsor Wealth Management left its Intuitive Surgical share count unchanged in Q3 2023.
  • Intuitive Surgical made up 0.09% of Windsor Wealth Management's portfolio in Q3 2023, its #99 holding.
  • Windsor Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and has held it in 22 quarters since.
  • Windsor Wealth Management's Intuitive Surgical position peaked at $576K in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.