FFASIA
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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Intuitive Surgical ISRG Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q1 		– Sell
-2,037
Closed -$1.06M – 81
2024
Q4 		$1.06M Buy
+2,037
New +$1.06M 0.72% 35

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's ISRG Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 2,037 shares — an estimated $1.06M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $1.06M in Q4 2024. 2,192 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 2,037 Intuitive Surgical shares in Q1 2025, an estimated $1.06M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Intuitive Surgical position peaked at $1.06M in Q4 2024.
  • 2,192 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.