CT
ISRG icon

Clearstead Trust’s Intuitive Surgical ISRG Stock Holding History

Clearstead Trust’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 		$120K Hold
260
– – 0.02% 225
2025
Q4 		$147K Sell
260
-15
-5% -$7.99K 0.02% 216
2025
Q3 		$123K Sell
275
-3
-1% -$1.44K 0.02% 221
2025
Q2 		$151K Buy
278
+18
+7% +$9.41K 0.03% 202
2025
Q1 		$129K Hold
260
– – 0.03% 187
2024
Q4 		$136K Hold
260
– – 0.03% 179
2024
Q3 		$128K Hold
260
– – 0.03% 166
2024
Q2 		$116K Hold
260
– – 0.03% 171
2024
Q1 		$104K Sell
260
-1,467
-85% -$554K 0.03% 185
2023
Q4 		$583K Buy
+1,727
New +$515K 0.16% 84

Other funds holding ISRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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