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Colonial River Investments’s Intuitive Surgical ISRG Stock Holding History

Colonial River Investments’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 		– Sell
-1,071
Closed -$563K – 244
2025
Q2 		$563K Buy
+1,071
New +$560K 0.24% 90
2024
Q4 		– Sell
-440
Closed -$216K – 221
2024
Q3 		$216K Sell
440
-2,719
-86% -$1.27M 0.11% 199
2024
Q2 		$1.41M Buy
3,159
+260
+9% +$104K 0.76% 38
2024
Q1 		$1.16M Buy
+2,899
New +$1.1M 0.65% 45

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Colonial River Investments's ISRG Position: Q3 2025 in Review

Colonial River Investments sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,071 shares — an estimated $563K sold.

Colonial River Investments first reported a position in ISRG in Q1 2024 and held it in 4 quarters. The position peaked at $1.41M in Q2 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Colonial River Investments reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Colonial River Investments sold 1,071 Intuitive Surgical shares in Q3 2025, an estimated $563K.
  • Colonial River Investments first reported a position in Intuitive Surgical in Q1 2024 and held it in 4 quarters.
  • Colonial River Investments's Intuitive Surgical position peaked at $1.41M in Q2 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Colonial River Investments's 13F filing for Q3 2025, filed 13 Nov 2025.