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ISRG icon

EdgeRock Capital’s Intuitive Surgical ISRG Stock Holding History

EdgeRock Capital’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 		$248K Sell
544
-54
-9% -$27.3K 0.07% 115
2025
Q4 		$339K Buy
598
+101
+20% +$53.8K 0.09% 95
2025
Q3 		$222K Sell
497
-77
-13% -$37K 0.06% 112
2025
Q2 		$311K Buy
574
+50
+10% +$26.1K 0.1% 80
2025
Q1 		$260K Buy
+524
New +$290K 0.19% 61
2024
Q3 		– Sell
-302
Closed -$134K – 179
2024
Q2 		$134K Buy
+302
New +$120K 0.1% 63
2024
Q1 		– Sell
-218
Closed -$83.7K – 200
2023
Q4 		$83.7K Buy
+218
New +$65K 0.06% 81
2022
Q4 		– Sell
-2
Closed – – 218
2022
Q3 		$0 Buy
+2
New +$430 ﹤0.01% 402

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T. Rowe Price Associates
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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