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Congress Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Congress 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 		$26.6M Buy
48,971
+665
+1% +$348K 0.26% 93
2025
Q1 		$23.9M Buy
48,306
+3,233
+7% +$1.79M 0.29% 88
2024
Q4 		$23.5M Buy
45,073
+656
+1% +$342K 0.32% 80
2024
Q3 		$21.8M Buy
44,417
+1,169
+3% +$544K 0.29% 90
2024
Q2 		$19.2M Buy
43,248
+1,754
+4% +$699K 0.31% 83
2024
Q1 		$16.6M Buy
41,494
+217
+0.5% +$82K 0.29% 97
2023
Q4 		$13.9M Buy
41,277
+589
+1% +$176K 0.26% 110
2023
Q3 		$11.9M Buy
40,688
+1,382
+4% +$432K 0.25% 119
2023
Q2 		$13.4M Sell
39,306
-15
-0% -$4.54K 0.31% 85
2023
Q1 		$10M Buy
39,321
+239
+0.6% +$58.9K 0.24% 133
2022
Q4 		$10.4M Buy
+39,082
New +$9.53M 0.27% 118
2022
Q2 		– Sell
-1,150
Closed -$347K – 589
2022
Q1 		$347K Sell
1,150
-202
-15% -$59K 0.01% 486
2021
Q4 		$485K Buy
+1,352
New +$465K 0.01% 470

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.4% in Q2 2025, buying an estimated $348K and bringing the position to 48,971 shares worth $26.6M. The position accounts for 0.26% of the portfolio, ranked #93.

Congress Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 13 quarters since. 2,269 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Congress Wealth Management held 48,971 shares of Intuitive Surgical worth $26.6M as of Q2 2025.
  • Congress Wealth Management bought 665 Intuitive Surgical shares in Q2 2025, an estimated $348K.
  • Intuitive Surgical made up 0.26% of Congress Wealth Management's portfolio in Q2 2025, its #93 holding.
  • Congress Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 13 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

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