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Allium Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Allium Financial 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
Q3 		– Sell
-422
Closed -$229K – 87
2025
Q2 		$229K Hold
422
– – 0.2% 77
2025
Q1 		$209K Buy
+422
New +$233K 0.19% 77

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 $3.38T AUM 44.17% 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

Allium Financial Advisors's ISRG Position: Q3 2025 in Review

Allium Financial Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 422 shares — an estimated $229K sold.

Allium Financial Advisors first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Allium Financial Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 422 Intuitive Surgical shares in Q3 2025, an estimated $229K.
  • Allium Financial Advisors first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's Intuitive Surgical position peaked at $229K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.