CIAS
ISRG icon

CBIZ Investment Advisory Services’s Intuitive Surgical ISRG Stock Holding History

CBIZ Investment Advisory Services’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
2026
Q1 		$10.6K Sell
23
-108
-82% -$54.6K ﹤0.01% 163
2025
Q4 		$74.2K Buy
131
+35
+36% +$18.6K ﹤0.01% 110
2025
Q3 		$42.9K Sell
96
-18
-16% -$8.64K ﹤0.01% 146
2025
Q2 		$61.9K Buy
114
+32
+39% +$16.7K ﹤0.01% 112
2025
Q1 		$40.6K Buy
82
+27
+49% +$14.9K ﹤0.01% 132
2024
Q4 		$28.7K Hold
55
– – ﹤0.01% 163
2024
Q3 		$27K Hold
55
– – ﹤0.01% 152
2024
Q2 		$24.5K Sell
55
-15
-21% -$5.97K ﹤0.01% 139
2024
Q1 		$27.9K Buy
+70
New +$26.5K ﹤0.01% 131
2020
Q2 		– Hold
0
– -$5K – 168
2020
Q1 		– Hold
0
– – – 180

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Geode Capital Management
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Capital World Investors
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VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return