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EnRich Financial Partners’s Intuitive Surgical ISRG Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-336
Closed -$175K – 136
2024
Q4 		$175K Hold
336
– – 0.06% 61
2024
Q3 		$165K Hold
336
– – 0.06% 60
2024
Q2 		$149K Hold
336
– – 0.05% 60
2024
Q1 		$134K Buy
+336
New +$127K 0.05% 58

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EnRich Financial Partners's ISRG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 336 shares — an estimated $175K sold.

EnRich Financial Partners first reported a position in ISRG in Q1 2024 and held it in 4 quarters. The position peaked at $175K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • EnRich Financial Partners reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 336 Intuitive Surgical shares in Q1 2025, an estimated $175K.
  • EnRich Financial Partners first reported a position in Intuitive Surgical in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Intuitive Surgical position peaked at $175K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.