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Deane Retirement Strategies’s Intuitive Surgical ISRG Stock Holding History

Deane Retirement Strategies’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 		– Sell
-31
Closed -$16.8K – 76
2025
Q2 		$16.8K Hold
31
– – 0.01% 53
2025
Q1 		$15.4K Sell
31
-10,019
-100% -$5.54M 0.01% 56
2024
Q4 		$5.25M Buy
10,050
+97
+1% +$50.5K 2.64% 8
2024
Q3 		$4.88M Sell
9,953
-64
-0.6% -$29.8K 2.38% 9
2024
Q2 		$4.43M Buy
10,017
+1
+0% +$398 2.27% 8
2024
Q1 		$4M Buy
+10,016
New +$3.78M 2.03% 18
2017
Q3 		– Sell
-17,505
Closed -$1.82M – 66
2017
Q2 		$1.82M Buy
+17,505
New +$1.68M 1.46% 13

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

Deane Retirement Strategies's ISRG Position: Q3 2025 in Review

Deane Retirement Strategies sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 31 shares — an estimated $16.8K sold.

Deane Retirement Strategies first reported a position in ISRG in Q2 2017 and held it in 7 quarters. The position peaked at $5.25M in Q4 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Deane Retirement Strategies reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 31 Intuitive Surgical shares in Q3 2025, an estimated $16.8K.
  • Deane Retirement Strategies first reported a position in Intuitive Surgical in Q2 2017 and held it in 7 quarters.
  • Deane Retirement Strategies's Intuitive Surgical position peaked at $5.25M in Q4 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Deane Retirement Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.