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Apexium Financial’s Intuitive Surgical ISRG Stock Holding History

Apexium Financial’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
Q3 		$233K Buy
521
+17
+3% +$8.16K 0.01% 267
2025
Q2 		$274K Buy
504
+32
+7% +$16.7K 0.01% 235
2025
Q1 		$234K Buy
472
+56
+13% +$31K 0.01% 251
2024
Q4 		$217K Sell
416
-23
-5% -$12K 0.01% 245
2024
Q3 		$216K Buy
+439
New +$204K 0.01% 219
2024
Q1 		– Sell
-616
Closed -$208K – 258
2023
Q4 		$208K Buy
+616
New +$184K 0.01% 256

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Apexium Financial's ISRG Position: Q3 2025 in Review

Apexium Financial increased its Intuitive Surgical (ISRG) stake by 3.4% in Q3 2025, buying an estimated $8.16K and bringing the position to 521 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #267.

Apexium Financial first reported a position in ISRG in Q4 2023 and has held it in 6 quarters since. The position peaked at $274K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Apexium Financial held 521 shares of Intuitive Surgical worth $233K as of Q3 2025.
  • Apexium Financial bought 17 Intuitive Surgical shares in Q3 2025, an estimated $8.16K.
  • Intuitive Surgical made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #267 holding.
  • Apexium Financial first reported a position in Intuitive Surgical in Q4 2023 and has held it in 6 quarters since.
  • Apexium Financial's Intuitive Surgical position peaked at $274K in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.