Angeles Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Angeles Investment 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	–	Sell	-456	Closed	-$238K	–	109
2024 Q4	$238K	Sell	456 -41	-8%	-$21.4K	0.01%	169
2024 Q3	$244K	Hold	497	–	–	0.01%	188
2024 Q2	$221K	Buy	+497	New	+$198K	0.01%	189
2022 Q1	–	Sell	-4,531	Closed	-$1.63M	–	163
2021 Q4	$1.63M	Buy	4,531 +31	+0.7%	+$10.7K	0.08%	58
2021 Q3	$1.49M	Hold	4,500	–	–	0.09%	62
2021 Q2	$1.38M	Hold	4,500	–	–	0.09%	45
2021 Q1	$1.11M	Hold	4,500	–	–	0.09%	42
2020 Q4	$1.23M	Hold	4,500	–	–	0.12%	31
2020 Q3	$1.06M	Hold	4,500	–	–	0.13%	29
2020 Q2	$855K	Hold	4,500	–	–	0.12%	35
2020 Q1	$780K	Sell	4,500 -33	-0.7%	-$6.04K	0.21%	34
2019 Q4	$893K	Buy	+4,533	New	+$849K	0.18%	32

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Angeles Investment Advisors's ISRG Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 456 shares — an estimated $238K sold.

Angeles Investment Advisors first reported a position in ISRG in Q4 2019 and held it in 12 quarters. The position peaked at $1.63M in Q4 2021. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Angeles Investment Advisors reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 456 Intuitive Surgical shares in Q1 2025, an estimated $238K.
Angeles Investment Advisors first reported a position in Intuitive Surgical in Q4 2019 and held it in 12 quarters.
Angeles Investment Advisors's Intuitive Surgical position peaked at $1.63M in Q4 2021.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

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