4A
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4Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

4Wealth 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
2025
Q2 		– Sell
-829
Closed -$411K – 136
2025
Q1 		$411K Sell
829
-795
-49% -$440K 0.45% 82
2024
Q4 		$848K Buy
+1,624
New +$846K 0.85% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

4Wealth Advisors's ISRG Position: Q2 2025 in Review

4Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 829 shares — an estimated $411K sold.

4Wealth Advisors first reported a position in ISRG in Q4 2024 and held it in 2 quarters. The position peaked at $848K in Q4 2024. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • 4Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • 4Wealth Advisors sold 829 Intuitive Surgical shares in Q2 2025, an estimated $411K.
  • 4Wealth Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 2 quarters.
  • 4Wealth Advisors's Intuitive Surgical position peaked at $848K in Q4 2024.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on 4Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.