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Abich Financial Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Abich Financial 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 		$119K Buy
+265
New +$127K 0.04% 200
2024
Q3 		– Sell
-14
Closed -$6.23K – 632
2024
Q2 		$6.23K Buy
14
+2
+17% +$797 ﹤0.01% 316
2024
Q1 		$4.79K Buy
+12
New +$4.53K ﹤0.01% 299

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

Abich Financial Wealth Management's ISRG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q3 2025: 265 shares worth $119K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ISRG as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 3 quarters since. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Abich Financial Wealth Management held 265 shares of Intuitive Surgical worth $119K as of Q3 2025.
  • Intuitive Surgical was a new Abich Financial Wealth Management position in Q3 2025.
  • Intuitive Surgical made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #200 holding.
  • Abich Financial Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 3 quarters since.
  • 2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.