Good Life Advisors’s Intuitive Surgical ISRG Stock Holding History

Good Life 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 Q2	$4.18M	Buy	7,689 +616	+9%	+$322K	0.26%	79
2025 Q1	$3.5M	Buy	7,073 +1,030	+17%	+$570K	0.25%	86
2024 Q4	$3.15M	Sell	6,043 -4,795	-44%	-$2.5M	0.23%	89
2024 Q3	$5.32M	Buy	10,838 +5,964	+122%	+$2.78M	0.33%	62
2024 Q2	$2.17M	Buy	4,874 +3,409	+233%	+$1.36M	0.18%	105
2024 Q1	$585K	Buy	+1,465	New	+$554K	0.05%	221

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Good Life Advisors's ISRG Position: Q2 2025 in Review

Good Life Advisors increased its Intuitive Surgical (ISRG) stake by 8.7% in Q2 2025, buying an estimated $322K and bringing the position to 7,689 shares worth $4.18M. The position accounts for 0.26% of the portfolio, ranked #79.

Good Life Advisors first reported a position in ISRG in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q3 2024. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Good Life Advisors held 7,689 shares of Intuitive Surgical worth $4.18M as of Q2 2025.
Good Life Advisors bought 616 Intuitive Surgical shares in Q2 2025, an estimated $322K.
Intuitive Surgical made up 0.26% of Good Life Advisors's portfolio in Q2 2025, its #79 holding.
Good Life Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 6 quarters since.
Good Life Advisors's Intuitive Surgical position peaked at $5.32M in Q3 2024.
2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.