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Atria Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History

Atria Wealth Solutions’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 		$2.39M Sell
4,402
-2,992
-40% -$1.56M 0.05% 370
2025
Q1 		$3.66M Sell
7,394
-1,497
-17% -$828K 0.04% 433
2024
Q4 		$4.64M Sell
8,891
-6,304
-41% -$3.28M 0.05% 371
2024
Q3 		$7.46M Buy
15,195
+1,064
+8% +$495K 0.08% 260
2024
Q2 		$6.29M Sell
14,131
-442
-3% -$176K 0.07% 289
2024
Q1 		$5.82M Buy
14,573
+441
+3% +$167K 0.07% 297
2023
Q4 		$4.77M Buy
14,132
+801
+6% +$239K 0.06% 325
2023
Q3 		$3.9M Sell
13,331
-320
-2% -$99.9K 0.05% 353
2023
Q2 		$4.67M Buy
13,651
+1,101
+9% +$333K 0.06% 304
2023
Q1 		$3.21M Buy
12,550
+360
+3% +$88.7K 0.05% 392
2022
Q4 		$3.23M Buy
12,190
+705
+6% +$172K 0.05% 362
2022
Q3 		$2.15M Buy
11,485
+139
+1% +$29.9K 0.04% 459
2022
Q2 		$2.28M Buy
11,346
+1,145
+11% +$269K 0.04% 397
2022
Q1 		$3.08M Buy
+10,201
New +$2.98M 0.05% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Atria Wealth Solutions's ISRG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Intuitive Surgical (ISRG) stake by 40% in Q2 2025, selling an estimated $1.56M and leaving 4,402 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #370.

Atria Wealth Solutions first reported a position in ISRG in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.46M in Q3 2024. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Atria Wealth Solutions held 4,402 shares of Intuitive Surgical worth $2.39M as of Q2 2025.
  • Atria Wealth Solutions sold 2,992 Intuitive Surgical shares in Q2 2025, an estimated $1.56M.
  • Intuitive Surgical made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #370 holding.
  • Atria Wealth Solutions first reported a position in Intuitive Surgical in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Intuitive Surgical position peaked at $7.46M in Q3 2024.
  • 2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.