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Capital A Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Capital A 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
Q2 		– Sell
-2,000
Closed -$991K – 637
2025
Q1 		$991K Sell
2,000
-3
-0.1% -$1.66K 1.04% 16
2024
Q4 		$1.05M Buy
+2,003
New +$1.04M 1.74% 15

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

Capital A Wealth Management's ISRG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 2,000 shares — an estimated $991K sold.

Capital A Wealth Management first reported a position in ISRG in Q4 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2,000 Intuitive Surgical shares in Q2 2025, an estimated $991K.
  • Capital A Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Intuitive Surgical position peaked at $1.05M in Q4 2024.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.