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Genesis Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Genesis Private Wealth’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
-471
Closed -$256K – 162
2025
Q2 		$256K Buy
471
+10
+2% +$5.23K 0.12% 114
2025
Q1 		$228K Buy
+461
New +$255K 0.12% 122

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 $3.38T AUM 44.17% 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

Genesis Private Wealth's ISRG Position: Q3 2025 in Review

Genesis Private Wealth sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 471 shares — an estimated $256K sold.

Genesis Private Wealth first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $256K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Genesis Private Wealth reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 471 Intuitive Surgical shares in Q3 2025, an estimated $256K.
  • Genesis Private Wealth first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Genesis Private Wealth's Intuitive Surgical position peaked at $256K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.