Austin Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Austin Private Wealth’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	$348K	Sell	614 -24	-4%	-$12.8K	0.03%	218
2025 Q3	$285K	Sell	638 -81	-11%	-$38.9K	0.02%	242
2025 Q2	$391K	Sell	719 -76	-10%	-$39.7K	0.03%	203
2025 Q1	$394K	Buy	795 +16	+2%	+$8.85K	0.04%	188
2024 Q4	$407K	Sell	779 -485	-38%	-$253K	0.04%	173
2024 Q3	$621K	Buy	1,264 +367	+41%	+$171K	0.06%	121
2024 Q2	$399K	Buy	897 +41	+5%	+$16.3K	0.04%	146
2024 Q1	$328K	Buy	856 +71	+9%	+$26.8K	0.04%	163
2023 Q4	$265K	Buy	+785	New	+$234K	0.03%	168

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Austin Private Wealth's ISRG Position: Q4 2025 in Review

Austin Private Wealth reduced its Intuitive Surgical (ISRG) stake by 3.8% in Q4 2025, selling an estimated $12.8K and leaving 614 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #218.

Austin Private Wealth first reported a position in ISRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $621K in Q3 2024. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Austin Private Wealth held 614 shares of Intuitive Surgical worth $348K as of Q4 2025.
Austin Private Wealth sold 24 Intuitive Surgical shares in Q4 2025, an estimated $12.8K.
Intuitive Surgical made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #218 holding.
Austin Private Wealth first reported a position in Intuitive Surgical in Q4 2023 and has held it in 9 quarters since.
Austin Private Wealth's Intuitive Surgical position peaked at $621K in Q3 2024.
2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.