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EPG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

EPG Wealth 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 		– Sell
-681
Closed -$370K – 323
2025
Q2 		$370K Hold
681
– – 0.11% 151
2025
Q1 		$337K Buy
681
+148
+28% +$81.8K 0.09% 187
2024
Q4 		$278K Buy
533
+12
+2% +$6.25K 0.07% 202
2024
Q3 		$256K Buy
+521
New +$243K 0.06% 217
2022
Q1 		– Sell
-558
Closed -$200K – 416
2021
Q4 		$200K Buy
+558
New +$192K 0.07% 230
2020
Q2 		– Sell
-69
Closed -$11K – 450
2020
Q1 		$11K Buy
69
+9
+15% +$1.65K 0.01% 471
2019
Q4 		$12K Buy
+60
New +$11.2K 0.01% 412

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 $3.37T AUM 44.26% 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

EPG Wealth Management's ISRG Position: Q3 2025 in Review

EPG Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 681 shares — an estimated $370K sold.

EPG Wealth Management first reported a position in ISRG in Q4 2019 and held it in 7 quarters. The position peaked at $370K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • EPG Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • EPG Wealth Management sold 681 Intuitive Surgical shares in Q3 2025, an estimated $370K.
  • EPG Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 7 quarters.
  • EPG Wealth Management's Intuitive Surgical position peaked at $370K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

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