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Creekmur Asset Management’s Intuitive Surgical ISRG Stock Holding History

Creekmur Asset 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
Q3 		$42.5K Sell
95
-2,321
-96% -$1.11M 0.01% 361
2025
Q2 		$1.31M Buy
2,416
+1,528
+172% +$799K 0.23% 65
2025
Q1 		$440K Sell
888
-799
-47% -$442K 0.09% 125
2024
Q4 		$881K Sell
1,687
-167
-9% -$87K 0.2% 54
2024
Q3 		$911K Buy
1,854
+1,377
+289% +$641K 0.21% 54
2024
Q2 		$212K Buy
477
+414
+657% +$165K 0.05% 118
2024
Q1 		$25.1K Buy
63
+42
+200% +$15.9K 0.01% 343
2023
Q4 		$7.08K Buy
+21
New +$6.26K ﹤0.01% 560

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Creekmur Asset Management's ISRG Position: Q3 2025 in Review

Creekmur Asset Management reduced its Intuitive Surgical (ISRG) stake by 96% in Q3 2025, selling an estimated $1.11M and leaving 95 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #361.

Creekmur Asset Management first reported a position in ISRG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Creekmur Asset Management held 95 shares of Intuitive Surgical worth $42.5K as of Q3 2025.
  • Creekmur Asset Management sold 2,321 Intuitive Surgical shares in Q3 2025, an estimated $1.11M.
  • Intuitive Surgical made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #361 holding.
  • Creekmur Asset Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Intuitive Surgical position peaked at $1.31M in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.