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Alpine Bank Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Alpine Bank 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
Q4 		– Sell
-162
Closed -$72.5K – 280
2025
Q3 		$72.5K Hold
162
– – 0.01% 220
2025
Q2 		$88K Buy
162
+31
+24% +$16.2K 0.01% 201
2025
Q1 		$64.9K Buy
+131
New +$72.4K 0.01% 212
2024
Q3 		$82K Buy
+167
New +$77.7K 0.01% 207

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpine Bank Wealth Management's ISRG Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 162 shares — an estimated $72.5K sold.

Alpine Bank Wealth Management first reported a position in ISRG in Q3 2024 and held it in 4 quarters. The position peaked at $88K in Q2 2025. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 162 Intuitive Surgical shares in Q4 2025, an estimated $72.5K.
  • Alpine Bank Wealth Management first reported a position in Intuitive Surgical in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Intuitive Surgical position peaked at $88K in Q2 2025.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.