EWM
ISRG icon

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 – 417
2021
Q4 		$200K Buy
+558
New +$192K 0.07% 230
2020
Q2 		– Sell
-69
Closed -$11K – 452
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 $5.7T 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