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Cobblestone Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Cobblestone Capital Advisors’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
Q3 		$656K Buy
1,466
+100
+7% +$48K 0.03% 177
2025
Q2 		$742K Sell
1,366
-10
-0.7% -$5.23K 0.04% 165
2025
Q1 		$681K Sell
1,376
-22
-2% -$12.2K 0.04% 165
2024
Q4 		$730K Buy
1,398
+58
+4% +$30.2K 0.04% 155
2024
Q3 		$658K Buy
1,340
+114
+9% +$53.1K 0.04% 160
2024
Q2 		$545K Buy
1,226
+150
+14% +$59.7K 0.03% 166
2024
Q1 		$429K Hold
1,076
– – 0.03% 187
2023
Q4 		$363K Buy
1,076
+200
+23% +$59.6K 0.02% 204
2023
Q3 		$256K Hold
876
– – 0.02% 229
2023
Q2 		$300K Hold
876
– – 0.02% 214
2023
Q1 		$224K Hold
876
– – 0.02% 248
2022
Q4 		$232K Buy
+876
New +$214K 0.02% 246
2022
Q2 		– Sell
-876
Closed -$264K – 257
2022
Q1 		$264K Hold
876
– – 0.02% 222
2021
Q4 		$315K Hold
876
– – 0.02% 216
2021
Q3 		$290K Sell
876
-237
-21% -$79.6K 0.02% 217
2021
Q2 		$341K Hold
1,113
– – 0.02% 202
2021
Q1 		$274K Hold
1,113
– – 0.02% 223
2020
Q4 		$304K Buy
1,113
+138
+14% +$34.3K 0.02% 204
2020
Q3 		$231K Buy
+975
New +$219K 0.02% 222
2019
Q2 		– Sell
-1,449
Closed -$276K – 251
2019
Q1 		$276K Hold
1,449
– – 0.03% 205
2018
Q4 		$231K Sell
1,449
-45
-3% -$7.63K 0.02% 214
2018
Q3 		$286K Buy
1,494
+45
+3% +$7.99K 0.03% 207
2018
Q2 		$231K Buy
+1,449
New +$221K 0.02% 223

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cobblestone Capital Advisors's ISRG Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Intuitive Surgical (ISRG) stake by 7.3% in Q3 2025, buying an estimated $48K and bringing the position to 1,466 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #177.

Cobblestone Capital Advisors first reported a position in ISRG in Q2 2018 and has held it in 23 quarters since. The position peaked at $742K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Cobblestone Capital Advisors held 1,466 shares of Intuitive Surgical worth $656K as of Q3 2025.
  • Cobblestone Capital Advisors bought 100 Intuitive Surgical shares in Q3 2025, an estimated $48K.
  • Intuitive Surgical made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #177 holding.
  • Cobblestone Capital Advisors first reported a position in Intuitive Surgical in Q2 2018 and has held it in 23 quarters since.
  • Cobblestone Capital Advisors's Intuitive Surgical position peaked at $742K in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.