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Global Financial Private Client’s Intuitive Surgical ISRG Stock Holding History

Global Financial Private Client’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
-53
Closed -$26.2K – 885
2025
Q1 		$26.2K Buy
53
+38
+253% +$21K 0.01% 408
2024
Q4 		$7.83K Buy
15
+2
+15% +$1.04K ﹤0.01% 587
2024
Q3 		$6.39K Hold
13
– – ﹤0.01% 617
2024
Q2 		$5.78K Hold
13
– – ﹤0.01% 494
2024
Q1 		$5.13K Hold
13
– – ﹤0.01% 518
2023
Q4 		$4.39K Buy
13
+4
+44% +$1.19K ﹤0.01% 525
2023
Q3 		$2.65K Hold
9
– – ﹤0.01% 548
2023
Q2 		$3.02K Hold
9
– – ﹤0.01% 543
2023
Q1 		$2.28K Hold
9
– – ﹤0.01% 564
2022
Q4 		$2.39K Hold
9
– – ﹤0.01% 543
2022
Q3 		$1.74K Sell
9
-370
-98% -$79.5K ﹤0.01% 539
2022
Q2 		$78.1K Buy
379
+98
+35% +$23K 0.04% 219
2022
Q1 		$85.9K Buy
281
+272
+3,022% +$79.5K 0.04% 213
2021
Q4 		$3.23K Hold
9
– – ﹤0.01% 487
2021
Q3 		$3.03K Sell
9
-90
-91% -$30.2K ﹤0.01% 436
2021
Q2 		$30.6K Sell
99
-90
-48% -$25.2K 0.02% 283
2021
Q1 		$47.1K Hold
189
– – 0.03% 212
2020
Q4 		$51.5K Buy
189
+9
+5% +$2.23K 0.04% 191
2020
Q3 		$42.6K Hold
180
– – 0.04% 204
2020
Q2 		$34.5K Buy
180
+30
+20% +$5.38K 0.03% 245
2020
Q1 		$22.9K Hold
150
– – 0.02% 295
2019
Q4 		$29.6K Buy
+150
New +$28.1K 0.02% 304

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 $134M AUM 21.11% 1-Year Est. Return

Global Financial Private Client's ISRG Position: Q2 2025 in Review

Global Financial Private Client sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 53 shares — an estimated $26.2K sold.

Global Financial Private Client first reported a position in ISRG in Q4 2019 and held it in 22 quarters. The position peaked at $85.9K in Q1 2022. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Global Financial Private Client reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 53 Intuitive Surgical shares in Q2 2025, an estimated $26.2K.
  • Global Financial Private Client first reported a position in Intuitive Surgical in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Intuitive Surgical position peaked at $85.9K in Q1 2022.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.