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Edge Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Edge Financial 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
2025
Q3 		– Sell
-387
Closed -$210K – 138
2025
Q2 		$210K Buy
+387
New +$202K 0.11% 121

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 $3.38T AUM 44.17% 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

Edge Financial Advisors's ISRG Position: Q3 2025 in Review

Edge Financial Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 387 shares — an estimated $210K sold.

Edge Financial Advisors first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Edge Financial Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 387 Intuitive Surgical shares in Q3 2025, an estimated $210K.
  • Edge Financial Advisors first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
  • Edge Financial Advisors's Intuitive Surgical position peaked at $210K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Edge Financial Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.