GPW
ISRG icon

Gentry Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Gentry 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
-868
Closed -$472K – 93
2025
Q2 		$472K Sell
868
-8
-0.9% -$4.18K 0.36% 49
2025
Q1 		$434K Buy
+876
New +$484K 0.36% 65

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

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

Gentry Private Wealth sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 868 shares — an estimated $472K sold.

Gentry Private Wealth first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $472K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Gentry Private Wealth reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Gentry Private Wealth sold 868 Intuitive Surgical shares in Q3 2025, an estimated $472K.
  • Gentry Private Wealth first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Gentry Private Wealth's Intuitive Surgical position peaked at $472K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Gentry Private Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.