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Coppell Advisory Solutions’s Intuitive Surgical ISRG Stock Holding History

Coppell Advisory Solutions’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
-150
Closed -$79.3K – 1086
2024
Q4 		$79.3K Buy
150
+9
+6% +$4.69K 0.01% 474
2024
Q3 		$67.6K Buy
141
+78
+124% +$36.3K 0.01% 476
2024
Q2 		$28K Buy
+63
New +$25.1K ﹤0.01% 656
2023
Q4 		$14.5K Buy
+43
New +$12.8K ﹤0.01% 837
2023
Q3 		– Sell
-11
Closed -$3.72K – 1365
2023
Q2 		$3.72K Buy
+11
New +$3.33K ﹤0.01% 912

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

Coppell Advisory Solutions's ISRG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 150 shares — an estimated $79.3K sold.

Coppell Advisory Solutions first reported a position in ISRG in Q2 2023 and held it in 5 quarters. The position peaked at $79.3K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 150 Intuitive Surgical shares in Q1 2025, an estimated $79.3K.
  • Coppell Advisory Solutions first reported a position in Intuitive Surgical in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Intuitive Surgical position peaked at $79.3K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.