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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
2024
Q3 		– Sell
-500
Closed -$222 – 289
2024
Q2 		$222 Buy
+500
New +$199K ﹤0.01% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
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.