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1858 Wealth Management’s Intuitive Surgical ISRG Stock Holding History

1858 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
2025
Q3 		– Sell
-3,614
Closed -$1.96M – 121
2025
Q2 		$1.96M Buy
3,614
+98
+3% +$51.2K 1.45% 23
2025
Q1 		$1.74M Sell
3,516
-16
-0.5% -$8.85K 1.48% 22
2024
Q4 		$1.84M Sell
3,532
-52
-1% -$27.1K 1.46% 19
2024
Q3 		$1.76M Sell
3,584
-488
-12% -$227K 1.45% 20
2024
Q2 		$1.81M Buy
4,072
+792
+24% +$315K 1.5% 19
2024
Q1 		$1.11M Hold
3,280
– – 1.05% 27
2023
Q4 		$1.11M Buy
+3,280
New +$978K 1.05% 27

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

1858 Wealth Management's ISRG Position: Q3 2025 in Review

1858 Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 3,614 shares — an estimated $1.96M sold.

1858 Wealth Management first reported a position in ISRG in Q4 2023 and held it in 7 quarters. The position peaked at $1.96M in Q2 2025. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • 1858 Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 3,614 Intuitive Surgical shares in Q3 2025, an estimated $1.96M.
  • 1858 Wealth Management first reported a position in Intuitive Surgical in Q4 2023 and held it in 7 quarters.
  • 1858 Wealth Management's Intuitive Surgical position peaked at $1.96M in Q2 2025.
  • 2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.