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ISRG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return