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Annis Gardner Whiting Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$160K Sell
348
-33
-9% -$16.7K 0.03% 339
2025
Q4 		$216K Buy
381
+108
+40% +$57.5K 0.04% 281
2025
Q3 		$122K Sell
273
-74
-21% -$35.5K 0.03% 350
2025
Q2 		$189K Buy
347
+122
+54% +$63.8K 0.07% 215
2025
Q1 		$111K Buy
225
+33
+17% +$18.3K 0.05% 257
2024
Q4 		$100K Buy
192
+13
+7% +$6.77K 0.03% 277
2024
Q3 		$87.9K Sell
179
-231
-56% -$108K 0.02% 305
2024
Q2 		$182K Buy
410
+1
+0.2% +$398 0.05% 221
2024
Q1 		$163K Buy
409
+268
+190% +$101K 0.06% 214
2023
Q4 		$47.6K Buy
141
+1
+0.7% +$298 0.02% 307
2023
Q3 		$40.9K Buy
+140
New +$43.7K 0.02% 303

Other funds holding ISRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return