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Delta Financial Group’s Intuitive Surgical ISRG Stock Holding History

Delta Financial Group’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
Q1 		$450K Hold
885
– – 0.1% 143
2024
Q4 		$462K Buy
885
+2
+0.2% +$1.04K 0.11% 136
2024
Q3 		$434K Buy
883
+15
+2% +$6.98K 0.16% 74
2024
Q2 		$386K Buy
868
+21
+2% +$8.36K 0.16% 78
2024
Q1 		$338K Hold
847
– – 0.1% 163
2023
Q4 		$286K Sell
847
-15
-2% -$4.47K 0.09% 168
2023
Q3 		$252K Hold
862
– – 0.09% 169
2023
Q2 		$295K Buy
+862
New +$261K 0.35% 63

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delta Financial Group's ISRG Position: Q1 2025 in Review

Delta Financial Group held its Intuitive Surgical (ISRG) position steady in Q1 2025 at 885 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #143.

Delta Financial Group first reported a position in ISRG in Q2 2023 and has held it in 8 quarters since. The position peaked at $462K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Delta Financial Group held 885 shares of Intuitive Surgical worth $450K as of Q1 2025.
  • Delta Financial Group left its Intuitive Surgical share count unchanged in Q1 2025.
  • Intuitive Surgical made up 0.1% of Delta Financial Group's portfolio in Q1 2025, its #143 holding.
  • Delta Financial Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 8 quarters since.
  • Delta Financial Group's Intuitive Surgical position peaked at $462K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.