CFS
ISRG icon

CRA Financial Services’s Intuitive Surgical ISRG Stock Holding History

CRA Financial Services’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
Q4 		– Sell
-548
Closed -$245K – 298
2025
Q3 		$245K Buy
548
+5
+0.9% +$2.4K 0.03% 260
2025
Q2 		$295K Buy
543
+65
+14% +$34K 0.05% 220
2025
Q1 		$237K Buy
478
+80
+20% +$44.2K 0.04% 236
2024
Q4 		$208K Buy
+398
New +$207K 0.04% 256

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CRA Financial Services's ISRG Position: Q4 2025 in Review

CRA Financial Services sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 548 shares — an estimated $245K sold.

CRA Financial Services first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • CRA Financial Services reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • CRA Financial Services sold 548 Intuitive Surgical shares in Q4 2025, an estimated $245K.
  • CRA Financial Services first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • CRA Financial Services's Intuitive Surgical position peaked at $295K in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.