Court Place Advisors’s Intuitive Surgical ISRG Stock Holding History

Court Place Advisors’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	$2.45M	Buy	5,485 +485	+10%	+$233K	0.74%	31
2025 Q2	$2.72M	Sell	5,000 -40	-0.8%	-$20.9K	0.85%	29
2025 Q1	$2.5M	Sell	5,040 -120	-2%	-$66.4K	0.83%	29
2024 Q4	$2.69M	Sell	5,160 -150	-3%	-$78.1K	0.87%	28
2024 Q3	$2.61M	Sell	5,310 -145	-3%	-$67.5K	0.76%	34
2024 Q2	$2.43M	Buy	5,455 +360	+7%	+$143K	0.76%	35
2024 Q1	$2.03M	Sell	5,095 -755	-13%	-$285K	0.66%	41
2023 Q4	$1.97M	Sell	5,850 -260	-4%	-$77.5K	0.65%	40
2023 Q3	$1.79M	Buy	+6,110	New	+$1.91M	0.63%	43

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Court Place Advisors's ISRG Position: Q3 2025 in Review

Court Place Advisors increased its Intuitive Surgical (ISRG) stake by 9.7% in Q3 2025, buying an estimated $233K and bringing the position to 5,485 shares worth $2.45M. The position accounts for 0.74% of the portfolio, ranked #31.

Court Place Advisors first reported a position in ISRG in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.72M in Q2 2025. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Court Place Advisors held 5,485 shares of Intuitive Surgical worth $2.45M as of Q3 2025.
Court Place Advisors bought 485 Intuitive Surgical shares in Q3 2025, an estimated $233K.
Intuitive Surgical made up 0.74% of Court Place Advisors's portfolio in Q3 2025, its #31 holding.
Court Place Advisors first reported a position in Intuitive Surgical in Q3 2023 and has held it in 9 quarters since.
Court Place Advisors's Intuitive Surgical position peaked at $2.72M in Q2 2025.
2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.