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Compass Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Compass Wealth Management’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
-72
Closed -$35.7K – 274
2025
Q1 		$35.7K Hold
72
– – 0.01% 270
2024
Q4 		$37.6K Hold
72
– – 0.01% 271
2024
Q3 		$35.4K Hold
72
– – 0.01% 285
2024
Q2 		$32K Hold
72
– – 0.01% 291
2024
Q1 		$28.7K Hold
72
– – 0.01% 300
2023
Q4 		$24.3K Hold
72
– – 0.01% 298
2023
Q3 		$21K Hold
72
– – 0.01% 312
2023
Q2 		$24.6K Hold
72
– – 0.01% 310
2023
Q1 		$18.4K Hold
72
– – 0.01% 331
2022
Q4 		$19.1K Buy
+72
New +$17.6K 0.01% 324

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

Compass Wealth Management's ISRG Position: Q2 2025 in Review

Compass Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 72 shares — an estimated $35.7K sold.

Compass Wealth Management first reported a position in ISRG in Q4 2022 and held it in 10 quarters. The position peaked at $37.6K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Compass Wealth Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 72 Intuitive Surgical shares in Q2 2025, an estimated $35.7K.
  • Compass Wealth Management first reported a position in Intuitive Surgical in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Intuitive Surgical position peaked at $37.6K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.