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Financial Gravity Companies’s Intuitive Surgical ISRG Stock Holding History

Financial Gravity Companies’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
Q2 		$9.78K Buy
+18
New +$9.41K ﹤0.01% 590
2024
Q4 		$9.39K Buy
18
+17
+1,700% +$8.85K ﹤0.01% 574
2024
Q3 		$491 Buy
+1
New +$466 ﹤0.01% 589
2018
Q4 		$13K Buy
+75
New +$12.7K 0.01% 543

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Gravity Companies's ISRG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 18 shares worth $9.78K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ISRG as recently as Q4 2024.

Financial Gravity Companies first reported a position in ISRG in Q4 2018 and has held it in 4 quarters since. The position peaked at $13K in Q4 2018. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Financial Gravity Companies held 18 shares of Intuitive Surgical worth $9.78K as of Q2 2025.
  • Intuitive Surgical was a new Financial Gravity Companies position in Q2 2025.
  • Intuitive Surgical made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #590 holding.
  • Financial Gravity Companies first reported a position in Intuitive Surgical in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Intuitive Surgical position peaked at $13K in Q4 2018.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.