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Concourse Financial Group Securities’s Intuitive Surgical ISRG Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-3,361
Closed -$2.05M – 1057
2024
Q4 		$2.05M Sell
3,361
-182
-5% -$94.8K 0.12% 181
2024
Q3 		$1.74M Sell
3,543
-339
-9% -$158K 0.1% 198
2024
Q2 		$1.73M Sell
3,882
-1,122
-22% -$447K 0.11% 187
2024
Q1 		$2M Sell
5,004
-137
-3% -$51.8K 0.13% 166
2023
Q4 		$1.73M Buy
5,141
+2,445
+91% +$729K 0.12% 172
2023
Q3 		$788K Sell
2,696
-214
-7% -$66.8K 0.06% 318
2023
Q2 		$995K Sell
2,910
-263
-8% -$79.6K 0.08% 272
2023
Q1 		$811K Sell
3,173
-39
-1% -$9.61K 0.06% 311
2022
Q4 		$852K Sell
3,212
-359
-10% -$87.5K 0.07% 289
2022
Q3 		$669K Buy
3,571
+786
+28% +$169K 0.06% 296
2022
Q2 		$559K Sell
2,785
-108
-4% -$25.3K 0.05% 370
2022
Q1 		$873K Sell
2,893
-2,963
-51% -$866K 0.06% 299
2021
Q4 		$2.1M Buy
5,856
+234
+4% +$80.5K 0.12% 166
2021
Q3 		$1.86M Sell
5,622
-342
-6% -$115K 0.11% 173
2021
Q2 		$1.83M Buy
5,964
+567
+11% +$159K 0.11% 163
2021
Q1 		$1.33M Buy
5,397
+726
+16% +$183K 0.09% 198
2020
Q4 		$1.27M Buy
4,671
+669
+17% +$166K 0.1% 184
2020
Q3 		$947K Buy
4,002
+978
+32% +$220K 0.08% 207
2020
Q2 		$574K Buy
3,024
+1,287
+74% +$231K 0.06% 275
2020
Q1 		$287K Buy
1,737
+549
+46% +$101K 0.03% 381
2019
Q4 		$234K Buy
1,188
+480
+68% +$89.9K 0.02% 467
2019
Q3 		$127K Buy
708
+18
+3% +$3.11K 0.03% 385
2019
Q2 		$120K Buy
690
+315
+84% +$54K 0.01% 619
2019
Q1 		$70K Sell
375
-546
-59% -$97K 0.01% 766
2018
Q4 		$147K Buy
921
+93
+11% +$15.8K 0.02% 520
2018
Q3 		$158K Buy
+828
New +$147K 0.04% 317

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concourse Financial Group Securities's ISRG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 3,361 shares — an estimated $2.05M sold.

Concourse Financial Group Securities first reported a position in ISRG in Q3 2018 and held it in 26 quarters. The position peaked at $2.1M in Q4 2021. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,361 Intuitive Surgical shares in Q1 2025, an estimated $2.05M.
  • Concourse Financial Group Securities first reported a position in Intuitive Surgical in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Intuitive Surgical position peaked at $2.1M in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.