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Clifford Group’s Intuitive Surgical ISRG Stock Holding History

Clifford Group’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
-407
Closed -$202K – 84
2025
Q1 		$202K Buy
407
+10
+3% +$5.53K 0.19% 75
2024
Q4 		$207K Buy
+397
New +$207K 0.16% 74
2023
Q1 		– Sell
-969
Closed -$257K – 71
2022
Q4 		$257K Buy
+969
New +$236K 0.32% 67

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 $134M AUM 21.11% 1-Year Est. Return

Clifford Group's ISRG Position: Q2 2025 in Review

Clifford Group sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 407 shares — an estimated $202K sold.

Clifford Group first reported a position in ISRG in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q4 2022. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Clifford Group reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Clifford Group sold 407 Intuitive Surgical shares in Q2 2025, an estimated $202K.
  • Clifford Group first reported a position in Intuitive Surgical in Q4 2022 and held it in 3 quarters.
  • Clifford Group's Intuitive Surgical position peaked at $257K in Q4 2022.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Clifford Group's 13F filing for Q2 2025, filed 14 Aug 2025.