Financial Enhancement Group’s Intuitive Surgical ISRG Stock Holding History

Financial Enhancement Group’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	-1,638	Closed	-$884K	–	117
2024 Q4	$884K	Buy	+1,638	New	+$853K	0.14%	78
2024 Q3	–	Sell	-893	Closed	-$403K	–	127
2024 Q2	$403K	Buy	+893	New	+$356K	0.06%	98
2021 Q3	–	Sell	-3	Closed	-$1K	–	294
2021 Q2	$1K	Buy	+3	New	+$842	﹤0.01%	254
2020 Q1	–	Sell	-5,487	Closed	-$1.08M	–	294
2019 Q4	$1.08M	Buy	+5,487	New	+$1.03M	0.27%	45
2019 Q2	–	Sell	-5,283	Closed	-$1M	–	307
2019 Q1	$1M	Buy	5,283 +2,994	+131%	+$532K	0.31%	44
2018 Q4	$438K	Hold	2,289	–	–	0.14%	68
2018 Q3	$438K	Buy	2,289 +570	+33%	+$101K	0.14%	68
2018 Q2	$274K	Buy	+1,719	New	+$262K	0.09%	71

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Enhancement Group's ISRG Position: Q1 2025 in Review

Financial Enhancement Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 1,638 shares — an estimated $884K sold.

Financial Enhancement Group first reported a position in ISRG in Q2 2018 and held it in 8 quarters. The position peaked at $1.08M in Q4 2019. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Financial Enhancement Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Financial Enhancement Group sold 1,638 Intuitive Surgical shares in Q1 2025, an estimated $884K.
Financial Enhancement Group first reported a position in Intuitive Surgical in Q2 2018 and held it in 8 quarters.
Financial Enhancement Group's Intuitive Surgical position peaked at $1.08M in Q4 2019.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Financial Enhancement Group's 13F filing for Q1 2025, filed 23 Apr 2025.