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Brass Tax Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Brass Tax 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 		$1.36M Buy
3,034
+444
+17% +$213K 0.23% 51
2025
Q2 		$1.41M Buy
2,590
+37
+1% +$19.3K 0.27% 48
2025
Q1 		$1.26M Hold
2,553
– – 0.27% 50
2024
Q4 		$1.33M Sell
2,553
-5
-0.2% -$2.6K 0.28% 44
2024
Q3 		$1.26M Buy
2,558
+56
+2% +$26.1K 0.27% 44
2024
Q2 		$1.11M Sell
2,502
-39
-2% -$15.5K 0.48% 33
2024
Q1 		$1.01M Buy
+2,541
New +$960K 0.53% 26

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brass Tax Wealth Management's ISRG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Intuitive Surgical (ISRG) stake by 17% in Q3 2025, buying an estimated $213K and bringing the position to 3,034 shares worth $1.36M. The position accounts for 0.23% of the portfolio, ranked #51.

Brass Tax Wealth Management first reported a position in ISRG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Brass Tax Wealth Management held 3,034 shares of Intuitive Surgical worth $1.36M as of Q3 2025.
  • Brass Tax Wealth Management bought 444 Intuitive Surgical shares in Q3 2025, an estimated $213K.
  • Intuitive Surgical made up 0.23% of Brass Tax Wealth Management's portfolio in Q3 2025, its #51 holding.
  • Brass Tax Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Intuitive Surgical position peaked at $1.41M in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.