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Bellwether Advisors’s Intuitive Surgical ISRG Stock Holding History

Bellwether 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
-64
Closed -$34.8K – 347
2025
Q2 		$34.8K Buy
+64
New +$33.5K 0.01% 247
2023
Q1 		– Sell
-6,976
Closed -$1.85M – 509
2022
Q4 		$1.85M Buy
6,976
+6,918
+11,928% +$1.69M 0.54% 39
2022
Q3 		$10K Buy
+58
New +$12.5K ﹤0.01% 262

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bellwether Advisors's ISRG Position: Q3 2025 in Review

Bellwether Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 64 shares — an estimated $34.8K sold.

Bellwether Advisors first reported a position in ISRG in Q3 2022 and held it in 3 quarters. The position peaked at $1.85M in Q4 2022. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Bellwether Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 64 Intuitive Surgical shares in Q3 2025, an estimated $34.8K.
  • Bellwether Advisors first reported a position in Intuitive Surgical in Q3 2022 and held it in 3 quarters.
  • Bellwether Advisors's Intuitive Surgical position peaked at $1.85M in Q4 2022.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.