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Callan Capital’s Intuitive Surgical ISRG Stock Holding History

Callan Capital’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 		$545K Buy
1,101
+71
+7% +$39.3K 0.04% 194
2024
Q4 		$538K Sell
1,030
-11
-1% -$5.73K 0.04% 164
2024
Q3 		$511K Buy
1,041
+379
+57% +$176K 0.04% 172
2024
Q2 		$294K Buy
662
+71
+12% +$28.3K 0.02% 240
2024
Q1 		$236K Buy
+591
New +$223K 0.02% 249

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

Callan Capital's ISRG Position: Q1 2025 in Review

Callan Capital increased its Intuitive Surgical (ISRG) stake by 6.9% in Q1 2025, buying an estimated $39.3K and bringing the position to 1,101 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #194.

Callan Capital first reported a position in ISRG in Q1 2024 and has held it in 5 quarters since. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Callan Capital held 1,101 shares of Intuitive Surgical worth $545K as of Q1 2025.
  • Callan Capital bought 71 Intuitive Surgical shares in Q1 2025, an estimated $39.3K.
  • Intuitive Surgical made up 0.04% of Callan Capital's portfolio in Q1 2025, its #194 holding.
  • Callan Capital first reported a position in Intuitive Surgical in Q1 2024 and has held it in 5 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.