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Advisory Resource Group’s Intuitive Surgical ISRG Stock Holding History

Advisory Resource Group’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
-2,050
Closed -$1.11M – 175
2025
Q2 		$1.11M Buy
2,050
+103
+5% +$53.9K 0.21% 107
2025
Q1 		$964K Buy
+1,947
New +$1.08M 0.2% 113

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Advisory Resource Group's ISRG Position: Q3 2025 in Review

Advisory Resource Group sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 2,050 shares — an estimated $1.11M sold.

Advisory Resource Group first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $1.11M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Advisory Resource Group reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Advisory Resource Group sold 2,050 Intuitive Surgical shares in Q3 2025, an estimated $1.11M.
  • Advisory Resource Group first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Advisory Resource Group's Intuitive Surgical position peaked at $1.11M in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Advisory Resource Group's 13F filing for Q3 2025, filed 22 Oct 2025.