Element Wealth’s Intuitive Surgical ISRG Stock Holding History

Element Wealth’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	-423	Closed	-$230K	–	199
2025 Q2	$230K	Buy	+423	New	+$221K	0.11%	161

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Element Wealth's ISRG Position: Q3 2025 in Review

Element Wealth sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 423 shares — an estimated $230K sold.

Element Wealth first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Element Wealth reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Element Wealth sold 423 Intuitive Surgical shares in Q3 2025, an estimated $230K.
Element Wealth first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
Element Wealth's Intuitive Surgical position peaked at $230K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Element Wealth's 13F filing for Q3 2025, filed 29 Oct 2025.