AWM
ISRG icon

Affinity Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Affinity 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
-8,298
Closed -$4.51M – 112
2025
Q2 		$4.51M Buy
8,298
+162
+2% +$84.7K 0.72% 30
2025
Q1 		$4.03M Buy
8,136
+184
+2% +$102K 0.75% 31
2024
Q4 		$4.15M Buy
7,952
+939
+13% +$489K 0.74% 33
2024
Q3 		$3.45M Buy
+7,013
New +$3.26M 0.61% 36

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

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

Affinity Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 8,298 shares — an estimated $4.51M sold.

Affinity Wealth Management first reported a position in ISRG in Q3 2024 and held it in 4 quarters. The position peaked at $4.51M in Q2 2025. 2,115 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Affinity Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Affinity Wealth Management sold 8,298 Intuitive Surgical shares in Q3 2025, an estimated $4.51M.
  • Affinity Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and held it in 4 quarters.
  • Affinity Wealth Management's Intuitive Surgical position peaked at $4.51M in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

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