Beacon Capital Management LLC (Tennessee)’s Intuitive Surgical ISRG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-205	Closed	-$111K	–	567
2025 Q2	$111K	Buy	205 +3	+1%	+$1.57K	0.02%	189
2025 Q1	$100K	Buy	202 +23	+13%	+$12.7K	0.01%	205
2024 Q4	$93.4K	Hold	179	–	–	0.01%	207
2024 Q3	$87.9K	Buy	179 +21	+13%	+$9.78K	0.01%	218
2024 Q2	$70.3K	Hold	158	–	–	0.01%	231
2024 Q1	$63.1K	Buy	158 +15	+10%	+$5.67K	0.01%	251
2023 Q4	$41.8K	Hold	143	–	–	0.01%	251
2023 Q3	$48.9K	Hold	143	–	–	0.01%	252
2023 Q2	$48.9K	Buy	143 +11	+8%	+$3.33K	0.01%	252
2023 Q1	$33.7K	Hold	132	–	–	0.01%	280
2022 Q4	$35K	Hold	132	–	–	0.01%	278
2022 Q3	$27K	Sell	132 -48	-27%	-$10.3K	0.01%	293
2022 Q2	$54K	Hold	180	–	–	0.01%	226
2022 Q1	$54K	Buy	+180	New	+$52.6K	0.01%	226

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s ISRG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 205 shares — an estimated $111K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ISRG in Q1 2022 and held it in 14 quarters. The position peaked at $111K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 205 Intuitive Surgical shares in Q3 2025, an estimated $111K.
Beacon Capital Management LLC (Tennessee) first reported a position in Intuitive Surgical in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Intuitive Surgical position peaked at $111K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.