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AmeriServ Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

AmeriServ Wealth 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
Q2 		– Sell
-642
Closed -$318K – 61
2025
Q1 		$318K Sell
642
-4
-0.6% -$2.21K 0.18% 47
2024
Q4 		$337K Buy
+646
New +$336K 0.18% 47
2013
Q4 		– Sell
-6,660
Closed -$278K – 187
2013
Q3 		$278K Sell
6,660
-738
-10% -$32.6K 0.18% 137
2013
Q2 		$416K Buy
+7,398
New +$408K 0.27% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AmeriServ Wealth Advisors's ISRG Position: Q2 2025 in Review

AmeriServ Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 642 shares — an estimated $318K sold.

AmeriServ Wealth Advisors first reported a position in ISRG in Q2 2013 and held it in 4 quarters. The position peaked at $416K in Q2 2013. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • AmeriServ Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 642 Intuitive Surgical shares in Q2 2025, an estimated $318K.
  • AmeriServ Wealth Advisors first reported a position in Intuitive Surgical in Q2 2013 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's Intuitive Surgical position peaked at $416K in Q2 2013.
  • 2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.