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AlphaQ Advisors’s Intuitive Surgical ISRG Stock Holding History

AlphaQ 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
Q1 		$1.11M Sell
2,233
-90
-4% -$49.8K 2.65% 12
2024
Q4 		$1.21M Sell
2,323
-70
-3% -$36.5K 3.32% 10
2024
Q3 		$1.18M Sell
2,393
-109
-4% -$50.7K 3.26% 9
2024
Q2 		$1.11M Sell
2,502
-289
-10% -$115K 3.24% 11
2024
Q1 		$1.11M Buy
+2,791
New +$1.05M 0.67% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AlphaQ Advisors's ISRG Position: Q1 2025 in Review

AlphaQ Advisors reduced its Intuitive Surgical (ISRG) stake by 3.9% in Q1 2025, selling an estimated $49.8K and leaving 2,233 shares worth $1.11M. The position accounts for 2.65% of the portfolio, ranked #12.

AlphaQ Advisors first reported a position in ISRG in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.21M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • AlphaQ Advisors held 2,233 shares of Intuitive Surgical worth $1.11M as of Q1 2025.
  • AlphaQ Advisors sold 90 Intuitive Surgical shares in Q1 2025, an estimated $49.8K.
  • Intuitive Surgical made up 2.65% of AlphaQ Advisors's portfolio in Q1 2025, its #12 holding.
  • AlphaQ Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 5 quarters since.
  • AlphaQ Advisors's Intuitive Surgical position peaked at $1.21M in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.