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Freedom Investment Management’s Intuitive Surgical ISRG Stock Holding History

Freedom 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
-1,849
Closed -$1M – 412
2025
Q2 		$1M Buy
1,849
+8
+0.4% +$4.18K 0.08% 245
2025
Q1 		$912K Sell
1,841
-147
-7% -$81.3K 0.08% 265
2024
Q4 		$1.04M Sell
1,988
-17
-0.8% -$8.85K 0.09% 221
2024
Q3 		$985K Hold
2,005
– – 0.08% 245
2024
Q2 		$892K Sell
2,005
-135
-6% -$53.8K 0.07% 269
2024
Q1 		$854K Sell
2,140
-83
-4% -$31.4K 0.07% 288
2023
Q4 		$750K Sell
2,223
-260
-10% -$77.5K 0.06% 339
2023
Q3 		$726K Buy
2,483
+651
+36% +$203K 0.09% 287
2023
Q2 		$626K Buy
1,832
+116
+7% +$35.1K 0.07% 341
2023
Q1 		$438K Sell
1,716
-38
-2% -$9.36K 0.05% 436
2022
Q4 		$465K Sell
1,754
-16
-0.9% -$3.9K 0.05% 457
2022
Q3 		$332K Sell
1,770
-218
-11% -$46.8K 0.04% 544
2022
Q2 		$399K Buy
1,988
+1,249
+169% +$293K 0.04% 521
2022
Q1 		$223K Sell
739
-587
-44% -$171K 0.02% 701
2021
Q4 		$477K Buy
1,326
+693
+109% +$238K 0.03% 535
2021
Q3 		$210K Buy
+633
New +$213K 0.02% 753
2018
Q1 		– Sell
-4,557
Closed -$555K – 1164
2017
Q4 		$555K Buy
4,557
+885
+24% +$111K 0.03% 586
2017
Q3 		$427K Buy
3,672
+540
+17% +$58.8K 0.02% 671
2017
Q2 		$326K Buy
+3,132
New +$301K 0.02% 750
2016
Q2 		– Sell
-3,519
Closed -$235K – 864
2016
Q1 		$235K Buy
+3,519
New +$218K 0.02% 671

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $302B AUM 26.44% 1-Year Est. Return

Freedom Investment Management's ISRG Position: Q3 2025 in Review

Freedom Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,849 shares — an estimated $1M sold.

Freedom Investment Management first reported a position in ISRG in Q1 2016 and held it in 20 quarters. The position peaked at $1.04M in Q4 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Freedom Investment Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,849 Intuitive Surgical shares in Q3 2025, an estimated $1M.
  • Freedom Investment Management first reported a position in Intuitive Surgical in Q1 2016 and held it in 20 quarters.
  • Freedom Investment Management's Intuitive Surgical position peaked at $1.04M in Q4 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.