First Horizon Advisors’s Intuitive Surgical ISRG Stock Holding History

First Horizon Advisors’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	$3.7M	Buy	6,816 +196	+3%	+$102K	0.1%	167
2025 Q1	$3.28M	Buy	6,620 +16	+0.2%	+$8.85K	0.09%	168
2024 Q4	$3.45M	Sell	6,604 -103	-2%	-$53.6K	0.1%	167
2024 Q3	$3.29M	Buy	6,707 +318	+5%	+$148K	0.09%	174
2024 Q2	$2.84M	Buy	6,389 +140	+2%	+$55.8K	0.09%	181
2024 Q1	$2.49M	Buy	6,249 +539	+9%	+$204K	0.08%	186
2023 Q4	$1.93M	Buy	5,710 +75	+1%	+$22.4K	0.06%	205
2023 Q3	$1.65M	Sell	5,635 -44	-0.8%	-$13.7K	0.06%	212
2023 Q2	$1.94M	Sell	5,679 -93	-2%	-$28.1K	0.07%	209
2023 Q1	$1.47M	Sell	5,772 -67	-1%	-$16.5K	0.05%	230
2022 Q4	$1.55M	Buy	5,839 +75	+1%	+$18.3K	0.06%	228
2022 Q3	$1.08M	Buy	5,764 +90	+2%	+$19.3K	0.04%	242
2022 Q2	$1.14M	Buy	5,674 +100	+2%	+$23.5K	0.04%	247
2022 Q1	$1.68M	Sell	5,574 -348	-6%	-$102K	0.09%	197
2021 Q4	$2.13M	Buy	5,922 +27	+0.5%	+$9.29K	0.06%	228
2021 Q3	$1.95M	Buy	5,895 +5,481	+1,324%	+$1.84M	0.06%	230
2021 Q2	$127K	Buy	414 +27	+7%	+$7.58K	0.01%	485
2021 Q1	$95K	Buy	387 +213	+122%	+$53.6K	0.01%	522
2020 Q4	$47K	Buy	174 +6	+4%	+$1.49K	﹤0.01%	630
2020 Q3	$39K	Buy	168 +69	+70%	+$15.5K	﹤0.01%	612
2020 Q2	$19K	Hold	99	–	–	﹤0.01%	822
2020 Q1	$16K	Buy	99 +15	+18%	+$2.75K	﹤0.01%	813
2019 Q4	$16K	Hold	84	–	–	﹤0.01%	941
2019 Q3	$14K	Hold	84	–	–	﹤0.01%	973
2019 Q2	$14K	Sell	84 -150	-64%	-$25.7K	﹤0.01%	980
2019 Q1	$44K	Buy	234 +180	+333%	+$32K	﹤0.01%	555
2018 Q4	$8K	Hold	54	–	–	﹤0.01%	1088
2018 Q3	$10K	Hold	54	–	–	﹤0.01%	1106
2018 Q2	$8K	Hold	54	–	–	﹤0.01%	1189
2018 Q1	$7K	Hold	54	–	–	﹤0.01%	1117
2017 Q4	$7K	Sell	54 -144	-73%	-$18K	﹤0.01%	1129
2017 Q3	$23K	Sell	198 -18	-8%	-$1.96K	﹤0.01%	742
2017 Q2	$22K	Sell	216 -162	-43%	-$15.6K	﹤0.01%	743
2017 Q1	$33K	Buy	378 +54	+17%	+$4.27K	﹤0.01%	659
2016 Q4	$26K	Hold	324	–	–	﹤0.01%	717
2016 Q3	$26K	Hold	324	–	–	﹤0.01%	709
2016 Q2	$24K	Sell	324 -153	-32%	-$10.8K	﹤0.01%	717
2016 Q1	$32K	Hold	477	–	–	﹤0.01%	660
2015 Q4	$29K	Buy	477 +81	+20%	+$4.55K	0.01%	614
2015 Q3	$20K	Buy	+396	New	+$22.4K	﹤0.01%	800
2014 Q3	–	Sell	-54	Closed	-$2K	–	1541
2014 Q2	$2K	Sell	54 -531	-91%	-$23.4K	﹤0.01%	1366
2014 Q1	$28K	Buy	585 +9	+2%	+$424	﹤0.01%	672
2013 Q4	$25K	Buy	576 +540	+1,500%	+$22.7K	﹤0.01%	666
2013 Q3	$2K	Hold	36	–	–	﹤0.01%	1073
2013 Q2	$2K	Buy	+36	New	+$1.98K	﹤0.01%	838

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

First Horizon Advisors's ISRG Position: Q2 2025 in Review

First Horizon Advisors increased its Intuitive Surgical (ISRG) stake by 3% in Q2 2025, buying an estimated $102K and bringing the position to 6,816 shares worth $3.7M. The position accounts for 0.1% of the portfolio, ranked #167.

First Horizon Advisors first reported a position in ISRG in Q2 2013 and has held it in 45 quarters since. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

First Horizon Advisors held 6,816 shares of Intuitive Surgical worth $3.7M as of Q2 2025.
First Horizon Advisors bought 196 Intuitive Surgical shares in Q2 2025, an estimated $102K.
Intuitive Surgical made up 0.1% of First Horizon Advisors's portfolio in Q2 2025, its #167 holding.
First Horizon Advisors first reported a position in Intuitive Surgical in Q2 2013 and has held it in 45 quarters since.
2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.