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Centricity Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Centricity 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 		$49.5K Hold
91
– – 0.04% 171
2025
Q1 		$45.1K Hold
91
– – 0.04% 179
2024
Q4 		$47.5K Buy
+91
New +$47.4K 0.04% 175

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's ISRG Position: Q2 2025 in Review

Centricity Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2025 at 91 shares worth $49.5K. The position accounts for 0.04% of the portfolio, ranked #171.

Centricity Wealth Management first reported a position in ISRG in Q4 2024 and has held it in 3 quarters since. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Centricity Wealth Management held 91 shares of Intuitive Surgical worth $49.5K as of Q2 2025.
  • Centricity Wealth Management left its Intuitive Surgical share count unchanged in Q2 2025.
  • Intuitive Surgical made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #171 holding.
  • Centricity Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 3 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.