CMC Financial Group’s Intuitive Surgical ISRG Stock Holding History

CMC Financial 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	-521	Closed	-$258K	–	35
2025 Q1	$258K	Buy	+521	New	+$288K	0.58%	26

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

CMC Financial Group's ISRG Position: Q2 2025 in Review

CMC Financial Group sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 521 shares — an estimated $258K sold.

CMC Financial Group first reported a position in ISRG in Q1 2025 and held it in 1 quarter. The position peaked at $258K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

CMC Financial Group reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
CMC Financial Group sold 521 Intuitive Surgical shares in Q2 2025, an estimated $258K.
CMC Financial Group first reported a position in Intuitive Surgical in Q1 2025 and held it in 1 quarter.
CMC Financial Group's Intuitive Surgical position peaked at $258K in Q1 2025.
2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on CMC Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.