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Consilium Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

Consilium Wealth Advisory’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
-1,794
Closed -$975K – 100
2025
Q2 		$975K Buy
+1,794
New +$938K 0.41% 42
2022
Q1 		– Sell
-3,071
Closed -$1.1M – 87
2021
Q4 		$1.1M Buy
+3,071
New +$1.06M 0.71% 31

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

Consilium Wealth Advisory's ISRG Position: Q3 2025 in Review

Consilium Wealth Advisory sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,794 shares — an estimated $975K sold.

Consilium Wealth Advisory first reported a position in ISRG in Q4 2021 and held it in 2 quarters. The position peaked at $1.1M in Q4 2021. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Consilium Wealth Advisory reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 1,794 Intuitive Surgical shares in Q3 2025, an estimated $975K.
  • Consilium Wealth Advisory first reported a position in Intuitive Surgical in Q4 2021 and held it in 2 quarters.
  • Consilium Wealth Advisory's Intuitive Surgical position peaked at $1.1M in Q4 2021.
  • 2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Consilium Wealth Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.