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Financial Advocates Investment Management’s Intuitive Surgical ISRG Stock Holding History

Financial Advocates Investment 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
-865
Closed -$470K – 325
2025
Q2 		$470K Sell
865
-854
-50% -$447K 0.04% 376
2025
Q1 		$851K Buy
1,719
+53
+3% +$29.3K 0.06% 314
2024
Q4 		$870K Sell
1,666
-94
-5% -$49K 0.05% 331
2024
Q3 		$865K Sell
1,760
-5
-0.3% -$2.33K 0.05% 330
2024
Q2 		$785K Buy
1,765
+65
+4% +$25.9K 0.05% 341
2024
Q1 		$678K Buy
1,700
+65
+4% +$24.6K 0.04% 391
2023
Q4 		$552K Buy
1,635
+106
+7% +$31.6K 0.04% 409
2023
Q3 		$447K Buy
1,529
+31
+2% +$9.68K 0.03% 440
2023
Q2 		$512K Sell
1,498
-178
-11% -$53.9K 0.04% 396
2023
Q1 		$428K Buy
1,676
+54
+3% +$13.3K 0.03% 462
2022
Q4 		$430K Buy
+1,622
New +$395K 0.03% 475
2022
Q3 		– Sell
-1,600
Closed -$321K – 790
2022
Q2 		$321K Buy
+1,600
New +$375K 0.03% 490

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 $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 $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Advocates Investment Management's ISRG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 865 shares — an estimated $470K sold.

Financial Advocates Investment Management first reported a position in ISRG in Q2 2022 and held it in 12 quarters. The position peaked at $870K in Q4 2024. 2,112 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 865 Intuitive Surgical shares in Q3 2025, an estimated $470K.
  • Financial Advocates Investment Management first reported a position in Intuitive Surgical in Q2 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Intuitive Surgical position peaked at $870K in Q4 2024.
  • 2,112 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.