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Flaharty Asset Management’s Intuitive Surgical ISRG Stock Holding History

Flaharty Asset 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
Q2 		– Sell
-16
Closed -$7.92K – 293
2025
Q1 		$7.92K Buy
+16
New +$8.85K ﹤0.01% 348
2024
Q4 		– Sell
-6
Closed -$2.95K – 264
2024
Q3 		$2.95K Buy
+6
New +$2.79K ﹤0.01% 396
2023
Q4 		– Sell
-6
Closed -$1.75K – 270
2023
Q3 		$1.75K Buy
+6
New +$1.87K ﹤0.01% 429

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

Flaharty Asset Management's ISRG Position: Q2 2025 in Review

Flaharty Asset Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 16 shares — an estimated $7.92K sold.

Flaharty Asset Management first reported a position in ISRG in Q3 2023 and held it in 3 quarters. The position peaked at $7.92K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Flaharty Asset Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 16 Intuitive Surgical shares in Q2 2025, an estimated $7.92K.
  • Flaharty Asset Management first reported a position in Intuitive Surgical in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Intuitive Surgical position peaked at $7.92K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.