Baron Silver Stevens Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Baron Silver Stevens Financial 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 Q3	–	Sell	-448	Closed	-$243K	–	151
2025 Q2	$243K	Buy	+448	New	+$234K	0.04%	121
2023 Q4	–	Sell	-1,032	Closed	-$302K	–	111
2023 Q3	$302K	Buy	1,032 +51	+5%	+$15.9K	0.07%	79
2023 Q2	$335K	Hold	981	–	–	0.07%	76
2023 Q1	$251K	Buy	981 +72	+8%	+$17.7K	0.07%	89
2022 Q4	$241K	Buy	+909	New	+$222K	0.06%	83
2022 Q3	–	Sell	-1,311	Closed	-$263K	–	124
2022 Q2	$263K	Buy	1,311 +396	+43%	+$92.9K	0.07%	84
2022 Q1	$276K	Buy	+915	New	+$267K	0.06%	75
2021 Q1	–	Sell	-6	Closed	-$1K	–	244
2020 Q4	$1K	Buy	+6	New	+$1.49K	﹤0.01%	454

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ISRG Position: Q3 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 448 shares — an estimated $243K sold.

Baron Silver Stevens Financial Advisors first reported a position in ISRG in Q4 2020 and held it in 8 quarters. The position peaked at $335K in Q2 2023. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Baron Silver Stevens Financial Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 448 Intuitive Surgical shares in Q3 2025, an estimated $243K.
Baron Silver Stevens Financial Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 8 quarters.
Baron Silver Stevens Financial Advisors's Intuitive Surgical position peaked at $335K in Q2 2023.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.