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Beirne Wealth Consulting Services’s Intuitive Surgical ISRG Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-642
Closed -$287K – 169
2025
Q3 		$287K Buy
+642
New +$308K 0.07% 164
2021
Q1 		– Sell
-936
Closed -$255K – 140
2020
Q4 		$255K Hold
936
– – 0.13% 123
2020
Q3 		$221K Buy
+936
New +$210K 0.13% 121

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

Beirne Wealth Consulting Services's ISRG Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 642 shares — an estimated $287K sold.

Beirne Wealth Consulting Services first reported a position in ISRG in Q3 2020 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 642 Intuitive Surgical shares in Q4 2025, an estimated $287K.
  • Beirne Wealth Consulting Services first reported a position in Intuitive Surgical in Q3 2020 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's Intuitive Surgical position peaked at $287K in Q3 2025.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.