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ISRG icon

Crewe Advisors’s Intuitive Surgical ISRG Stock Holding History

Crewe 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
2026
Q1 		$115K Buy
250
+18
+8% +$9.11K 0.01% 273
2025
Q4 		$131K Buy
232
+11
+5% +$5.86K 0.01% 249
2025
Q3 		$99K Buy
221
+2
+0.9% +$960 0.01% 299
2025
Q2 		$119K Buy
219
+2
+0.9% +$1.05K 0.02% 200
2025
Q1 		$107K Sell
217
-4
-2% -$2.21K 0.02% 193
2024
Q4 		$115K Sell
221
-150
-40% -$78.1K 0.02% 189
2024
Q3 		$182K Hold
371
– – 0.02% 157
2024
Q2 		$165K Sell
371
-32
-8% -$12.7K 0.02% 195
2024
Q1 		$161K Buy
+403
New +$152K 0.02% 199
2023
Q3 		– Sell
-220
Closed -$75.2K – 745
2023
Q2 		$75.2K Sell
220
-327
-60% -$98.9K 0.01% 233
2023
Q1 		$140K Sell
547
-159
-23% -$39.2K 0.02% 193
2022
Q4 		$187K Buy
706
+159
+29% +$38.8K 0.03% 159
2022
Q3 		$103K Buy
547
+148
+37% +$31.8K 0.02% 224
2022
Q2 		$80K Buy
+399
New +$93.6K 0.02% 237
2021
Q4 		– Sell
-15
Closed -$5K – 430
2021
Q3 		$5K Hold
15
– – ﹤0.01% 302
2021
Q2 		$5K Hold
15
– – ﹤0.01% 331
2021
Q1 		$4K Hold
15
– – ﹤0.01% 384
2020
Q4 		$4K Sell
15
-15
-50% -$3.73K ﹤0.01% 367
2020
Q3 		$7K Buy
+30
New +$6.74K ﹤0.01% 300

Other funds holding ISRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return