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EFG Asset Management’s Intuitive Surgical ISRG Stock Holding History

EFG Asset Management’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 		$6.55M Buy
14,653
+1,206
+9% +$579K 0.85% 24
2025
Q2 		$7.31M Sell
13,447
-1,312
-9% -$686K 1.03% 10
2025
Q1 		$7.31M Sell
14,759
-3,895
-21% -$2.15M 1.21% 10
2024
Q4 		$9.74M Sell
18,654
-1,897
-9% -$988K 1.33% 8
2024
Q3 		$10.1M Sell
20,551
-2,340
-10% -$1.09M 1.69% 6
2024
Q2 		$10.2M Sell
22,891
-1,481
-6% -$590K 1.76% 6
2024
Q1 		$9.72M Buy
24,372
+844
+4% +$319K 1.68% 7
2023
Q4 		$7.94M Buy
23,528
+4,431
+23% +$1.32M 1.51% 7
2023
Q3 		$5.58M Sell
19,097
-1,082
-5% -$338K 1.33% 11
2023
Q2 		$6.9M Sell
20,179
-3,367
-14% -$1.02M 1.48% 4
2023
Q1 		$6.01M Sell
23,546
-4,103
-15% -$1.01M 1.33% 8
2022
Q4 		$7.4M Sell
27,649
-2,346
-8% -$572K 1.66% 4
2022
Q3 		$5.62M Sell
29,995
-2,580
-8% -$554K 1.3% 17
2022
Q2 		$6.54M Sell
32,575
-77
-0.2% -$18.1K 1.38% 16
2022
Q1 		$9.86M Sell
32,652
-866
-3% -$253K 1.48% 11
2021
Q4 		$12M Buy
+33,518
New +$11.5M 1.57% 10

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management's ISRG Position: Q3 2025 in Review

EFG Asset Management increased its Intuitive Surgical (ISRG) stake by 9% in Q3 2025, buying an estimated $579K and bringing the position to 14,653 shares worth $6.55M. The position accounts for 0.85% of the portfolio, ranked #24.

EFG Asset Management first reported a position in ISRG in Q4 2021 and has held it in 16 quarters since. The position peaked at $12M in Q4 2021. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • EFG Asset Management held 14,653 shares of Intuitive Surgical worth $6.55M as of Q3 2025.
  • EFG Asset Management bought 1,206 Intuitive Surgical shares in Q3 2025, an estimated $579K.
  • Intuitive Surgical made up 0.85% of EFG Asset Management's portfolio in Q3 2025, its #24 holding.
  • EFG Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Intuitive Surgical position peaked at $12M in Q4 2021.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.