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Arete Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Arete 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
Q4 		– Sell
-2,155
Closed -$964K – 547
2025
Q3 		$964K Buy
2,155
+14
+0.7% +$6.72K 0.06% 281
2025
Q2 		$1.16M Sell
2,141
-50
-2% -$26.1K 0.08% 231
2025
Q1 		$1.09M Buy
2,191
+283
+15% +$157K 0.08% 239
2024
Q4 		$996K Buy
1,908
+838
+78% +$436K 0.07% 255
2024
Q3 		$525K Buy
+1,070
New +$498K 0.05% 366
2024
Q1 		– Sell
-1,475
Closed -$498K – 539
2023
Q4 		$498K Buy
+1,475
New +$440K 0.04% 404
2023
Q3 		– Sell
-1,534
Closed -$525K – 612
2023
Q2 		$525K Sell
1,534
-150
-9% -$45.4K 0.05% 348
2023
Q1 		$430K Buy
1,684
+409
+32% +$101K 0.04% 380
2022
Q4 		$338K Sell
1,275
-22
-2% -$5.36K 0.03% 422
2022
Q3 		$243K Buy
+1,297
New +$279K 0.02% 466
2022
Q2 		– Sell
-1,476
Closed -$445K – 507
2022
Q1 		$445K Sell
1,476
-60
-4% -$17.5K 0.04% 303
2021
Q4 		$553K Sell
1,536
-90
-6% -$31K 0.05% 272
2021
Q3 		$539K Sell
1,626
-498
-23% -$167K 0.06% 245
2021
Q2 		$630K Sell
2,124
-174
-8% -$48.8K 0.09% 174
2021
Q1 		$566K Buy
+2,298
New +$578K 0.07% 221
2020
Q1 		– Sell
-1,158
Closed -$228K – 378
2019
Q4 		$228K Hold
1,158
– – 0.04% 349
2019
Q3 		$208K Sell
1,158
-33
-3% -$5.71K 0.04% 366
2019
Q2 		$208K Buy
1,191
+111
+10% +$19K 0.04% 364
2019
Q1 		$205K Buy
+1,080
New +$192K 0.04% 357

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Arete Wealth Advisors's ISRG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 2,155 shares — an estimated $964K sold.

Arete Wealth Advisors first reported a position in ISRG in Q1 2019 and held it in 19 quarters. The position peaked at $1.16M in Q2 2025. 2,418 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,155 Intuitive Surgical shares in Q4 2025, an estimated $964K.
  • Arete Wealth Advisors first reported a position in Intuitive Surgical in Q1 2019 and held it in 19 quarters.
  • Arete Wealth Advisors's Intuitive Surgical position peaked at $1.16M in Q2 2025.
  • 2,418 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.