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BlueChip Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

BlueChip Wealth 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
Q4 		– Sell
-548
Closed -$245K – 164
2025
Q3 		$245K Buy
+548
New +$263K 0.1% 138
2024
Q4 		– Sell
-552
Closed -$271K – 149
2024
Q3 		$271K Buy
552
+4
+0.7% +$1.86K 0.14% 128
2024
Q2 		$244K Buy
+548
New +$218K 0.14% 124

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BlueChip Wealth Advisors's ISRG Position: Q4 2025 in Review

BlueChip Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 548 shares — an estimated $245K sold.

BlueChip Wealth Advisors first reported a position in ISRG in Q2 2024 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • BlueChip Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 548 Intuitive Surgical shares in Q4 2025, an estimated $245K.
  • BlueChip Wealth Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 3 quarters.
  • BlueChip Wealth Advisors's Intuitive Surgical position peaked at $271K in Q3 2024.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.