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Carolinas Wealth Consulting’s Intuitive Surgical ISRG Stock Holding History

Carolinas Wealth Consulting’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
-528
Closed -$261K – 465
2025
Q1 		$261K Buy
528
+15
+3% +$8.29K 0.06% 158
2024
Q4 		$268K Sell
513
-92
-15% -$47.9K 0.05% 161
2024
Q3 		$297K Sell
605
-72
-11% -$33.5K 0.05% 152
2024
Q2 		$301K Buy
677
+13
+2% +$5.18K 0.06% 140
2024
Q1 		$265K Buy
664
+294
+79% +$111K 0.05% 143
2023
Q4 		$125K Buy
370
+38
+11% +$11.3K 0.03% 207
2023
Q3 		$87K Sell
332
-91
-22% -$28.4K 0.02% 230
2023
Q2 		$145K Sell
423
-108
-20% -$32.7K 0.03% 211
2023
Q1 		$136K Buy
531
+145
+38% +$35.7K 0.03% 221
2022
Q4 		$102K Buy
386
+21
+6% +$5.12K 0.02% 260
2022
Q3 		$68K Sell
365
-13
-3% -$2.79K 0.02% 287
2022
Q2 		$76K Buy
378
+135
+56% +$31.7K 0.02% 281
2022
Q1 		$73K Sell
243
-10
-4% -$2.92K 0.02% 296
2021
Q4 		$91K Buy
253
+244
+2,711% +$83.9K 0.02% 274
2021
Q3 		$3K Hold
9
– – ﹤0.01% 742
2021
Q2 		$3K Hold
9
– – ﹤0.01% 762
2021
Q1 		$2K Hold
9
– – ﹤0.01% 816
2020
Q4 		$2K Sell
9
-15
-63% -$3.73K ﹤0.01% 745
2020
Q3 		$6K Hold
24
– – ﹤0.01% 541
2020
Q2 		$5K Buy
+24
New +$4.3K ﹤0.01% 402

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

Carolinas Wealth Consulting's ISRG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 528 shares — an estimated $261K sold.

Carolinas Wealth Consulting first reported a position in ISRG in Q2 2020 and held it in 20 quarters. The position peaked at $301K in Q2 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 528 Intuitive Surgical shares in Q2 2025, an estimated $261K.
  • Carolinas Wealth Consulting first reported a position in Intuitive Surgical in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Intuitive Surgical position peaked at $301K in Q2 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.