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Gallagher Fiduciary Advisors’s Intuitive Surgical ISRG Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-484
Closed -$263K – 325
2025
Q2 		$263K Buy
+484
New +$253K 0.01% 274
2025
Q1 		– Sell
-472
Closed -$246K – 320
2024
Q4 		$246K Buy
472
+30
+7% +$15.6K 0.05% 247
2024
Q3 		$217K Sell
442
-142
-24% -$66.1K 0.04% 246
2024
Q2 		$260K Buy
+584
New +$233K 0.06% 182

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

Gallagher Fiduciary Advisors's ISRG Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 484 shares — an estimated $263K sold.

Gallagher Fiduciary Advisors first reported a position in ISRG in Q2 2024 and held it in 4 quarters. The position peaked at $263K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 484 Intuitive Surgical shares in Q3 2025, an estimated $263K.
  • Gallagher Fiduciary Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 4 quarters.
  • Gallagher Fiduciary Advisors's Intuitive Surgical position peaked at $263K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.