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Drake & Associates’s Intuitive Surgical ISRG Stock Holding History

Drake & Associates’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
-488
Closed -$268K – 105
2025
Q3 		$268K Sell
488
-382
-44% -$183K 0.06% 94
2025
Q2 		$473K Buy
870
+293
+51% +$153K 0.12% 75
2025
Q1 		$286K Buy
577
+51
+10% +$28.2K 0.08% 80
2024
Q4 		$307K Buy
+526
New +$274K 0.09% 77

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

Drake & Associates's ISRG Position: Q4 2025 in Review

Drake & Associates sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 488 shares — an estimated $268K sold.

Drake & Associates first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $473K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Drake & Associates reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Drake & Associates sold 488 Intuitive Surgical shares in Q4 2025, an estimated $268K.
  • Drake & Associates first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • Drake & Associates's Intuitive Surgical position peaked at $473K in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Drake & Associates's 13F filing for Q4 2025, filed 23 Feb 2026.