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Almanack Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Almanack Investment Partners’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
-1,313
Closed -$713K – 218
2025
Q2 		$713K Buy
+1,313
New +$687K 0.11% 98
2022
Q4 		– Sell
-8
Closed -$1K – 669
2022
Q3 		$1K Sell
8
-1,924
-100% -$413K ﹤0.01% 806
2022
Q2 		$388K Buy
+1,932
New +$453K 0.04% 277

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

Almanack Investment Partners's ISRG Position: Q3 2025 in Review

Almanack Investment Partners sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,313 shares — an estimated $713K sold.

Almanack Investment Partners first reported a position in ISRG in Q2 2022 and held it in 3 quarters. The position peaked at $713K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Almanack Investment Partners reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 1,313 Intuitive Surgical shares in Q3 2025, an estimated $713K.
  • Almanack Investment Partners first reported a position in Intuitive Surgical in Q2 2022 and held it in 3 quarters.
  • Almanack Investment Partners's Intuitive Surgical position peaked at $713K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.