FFO
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Fiduciary Family Office’s Intuitive Surgical ISRG Stock Holding History

Fiduciary Family Office’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
-700
Closed -$365K – 206
2024
Q4 		$365K Buy
+700
New +$365K 0.11% 36

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
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

Fiduciary Family Office's ISRG Position: Q1 2025 in Review

Fiduciary Family Office sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 700 shares — an estimated $365K sold.

Fiduciary Family Office first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Fiduciary Family Office reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 700 Intuitive Surgical shares in Q1 2025, an estimated $365K.
  • Fiduciary Family Office first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Intuitive Surgical position peaked at $365K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.