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Bear Mountain Capital’s Intuitive Surgical ISRG Stock Holding History

Bear Mountain Capital’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
Q2 		– Sell
-2
Closed -$1.03K – 254
2025
Q1 		$1.03K Buy
+2
New +$1.11K ﹤0.01% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Bear Mountain Capital's ISRG Position: Q2 2025 in Review

Bear Mountain Capital sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 2 shares — an estimated $1.03K sold.

Bear Mountain Capital first reported a position in ISRG in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Bear Mountain Capital reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 2 Intuitive Surgical shares in Q2 2025, an estimated $1.03K.
  • Bear Mountain Capital first reported a position in Intuitive Surgical in Q1 2025 and held it in 1 quarter.
  • Bear Mountain Capital's Intuitive Surgical position peaked at $1.03K in Q1 2025.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.