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Carolina Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Carolina 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
Q3 		– Sell
-9
Closed -$4.89K – 265
2025
Q2 		$4.89K Hold
9
– – ﹤0.01% 188
2025
Q1 		$4.46K Hold
9
– – ﹤0.01% 199
2024
Q4 		$4.7K Hold
9
– – ﹤0.01% 199
2024
Q3 		$4.42K Buy
+9
New +$4.19K ﹤0.01% 242
2021
Q1 		– Sell
-135
Closed -$37K – 323
2020
Q4 		$37K Buy
+135
New +$33.5K 0.03% 83

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Carolina Wealth Advisors's ISRG Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 9 shares — an estimated $4.89K sold.

Carolina Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q4 2020. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 9 Intuitive Surgical shares in Q3 2025, an estimated $4.89K.
  • Carolina Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 5 quarters.
  • Carolina Wealth Advisors's Intuitive Surgical position peaked at $37K in Q4 2020.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.