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Bordeaux Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Bordeaux 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
Q2 		$578K Buy
1,064
+11
+1% +$5.75K 0.07% 78
2025
Q1 		$522K Sell
1,053
-1
-0.1% -$553 0.1% 85
2024
Q4 		$550K Sell
1,054
-107
-9% -$55.7K 0.09% 87
2024
Q3 		$570K Buy
1,161
+28
+2% +$13K 0.1% 83
2024
Q2 		$504K Buy
1,133
+550
+94% +$219K 0.1% 83
2024
Q1 		$233K Buy
+583
New +$220K 0.08% 102

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

Bordeaux Wealth Advisors's ISRG Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Intuitive Surgical (ISRG) stake by 1% in Q2 2025, buying an estimated $5.75K and bringing the position to 1,064 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #78.

Bordeaux Wealth Advisors first reported a position in ISRG in Q1 2024 and has held it in 6 quarters since. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,064 shares of Intuitive Surgical worth $578K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 11 Intuitive Surgical shares in Q2 2025, an estimated $5.75K.
  • Intuitive Surgical made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #78 holding.
  • Bordeaux Wealth Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 6 quarters since.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.