Atala Financial’s Intuitive Surgical ISRG Stock Holding History

Atala 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 Q2	–	Sell	-48	Closed	-$23.8K	–	282
2025 Q1	$23.8K	Hold	48	–	–	0.02%	225
2024 Q4	$25.1K	Buy	+48	New	+$25K	0.02%	232

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Atala Financial's ISRG Position: Q2 2025 in Review

Atala Financial sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 48 shares — an estimated $23.8K sold.

Atala Financial first reported a position in ISRG in Q4 2024 and held it in 2 quarters. The position peaked at $25.1K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Atala Financial reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 48 Intuitive Surgical shares in Q2 2025, an estimated $23.8K.
Atala Financial first reported a position in Intuitive Surgical in Q4 2024 and held it in 2 quarters.
Atala Financial's Intuitive Surgical position peaked at $25.1K in Q4 2024.
2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.