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Buffington Mohr McNeal’s Intuitive Surgical ISRG Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-507
Closed -$265K – 126
2024
Q4 		$265K Buy
507
+31
+7% +$16.1K 0.04% 119
2024
Q3 		$234K Sell
476
-3
-0.6% -$1.4K 0.04% 124
2024
Q2 		$213K Buy
+479
New +$191K 0.04% 121
2019
Q2 		– Sell
-450
Closed -$86K – 218
2019
Q1 		$86K Buy
+450
New +$80K 0.03% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buffington Mohr McNeal's ISRG Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 507 shares — an estimated $265K sold.

Buffington Mohr McNeal first reported a position in ISRG in Q1 2019 and held it in 4 quarters. The position peaked at $265K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Buffington Mohr McNeal reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Buffington Mohr McNeal sold 507 Intuitive Surgical shares in Q1 2025, an estimated $265K.
  • Buffington Mohr McNeal first reported a position in Intuitive Surgical in Q1 2019 and held it in 4 quarters.
  • Buffington Mohr McNeal's Intuitive Surgical position peaked at $265K in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.