BNC Wealth Management’s Intuitive Surgical ISRG Stock Holding History

BNC Wealth Management’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	-11,429	Closed	-$6.21M	–	111
2025 Q2	$6.21M	Buy	11,429 +218	+2%	+$114K	1.84%	16
2025 Q1	$5.55M	Buy	11,211 +63	+0.6%	+$34.8K	2%	13
2024 Q4	$5.82M	Buy	11,148 +603	+6%	+$314K	1.91%	15
2024 Q3	$5.18M	Buy	10,545 +540	+5%	+$251K	1.91%	16
2024 Q2	$4.45M	Buy	10,005 +930	+10%	+$370K	1.65%	20
2024 Q1	$3.62M	Buy	9,075 +320	+4%	+$121K	1.55%	22
2023 Q4	$2.95M	Buy	8,755 +62	+0.7%	+$18.5K	1.4%	25
2023 Q3	$2.54M	Buy	8,693 +299	+4%	+$93.4K	1.36%	28
2023 Q2	$2.87M	Buy	+8,394	New	+$2.54M	1.52%	21
2022 Q4	–	Sell	-17,646	Closed	-$3.31M	–	114
2022 Q3	$3.31M	Buy	+17,646	New	+$3.79M	2%	12
2022 Q1	–	Sell	-4,778	Closed	-$1.72M	–	132
2021 Q4	$1.72M	Buy	+4,778	New	+$1.64M	0.81%	37

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 $3.37T AUM 44.26% 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

BNC Wealth Management's ISRG Position: Q3 2025 in Review

BNC Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 11,429 shares — an estimated $6.21M sold.

BNC Wealth Management first reported a position in ISRG in Q4 2021 and held it in 11 quarters. The position peaked at $6.21M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

BNC Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
BNC Wealth Management sold 11,429 Intuitive Surgical shares in Q3 2025, an estimated $6.21M.
BNC Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 11 quarters.
BNC Wealth Management's Intuitive Surgical position peaked at $6.21M in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on BNC Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.