Wipfli Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Wipfli Financial 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
2022 Q3	$673K	Buy	+3,593	New	+$772K	0.05%	172

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's ISRG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Intuitive Surgical (ISRG) in Q3 2022: 3,593 shares worth $673K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings.

1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

Wipfli Financial Advisors held 3,593 shares of Intuitive Surgical worth $673K as of Q3 2022.
Intuitive Surgical was a new Wipfli Financial Advisors position in Q3 2022.
Intuitive Surgical made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #172 holding.
1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.