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GPS Wealth Strategies Group’s Intuitive Surgical ISRG Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$109K Sell
192
-419
-69% -$223K 0.09% 142
2025
Q3 		$273K Sell
611
-65
-10% -$31.2K 0.03% 281
2025
Q2 		$367K Sell
676
-15
-2% -$7.84K 0.04% 220
2025
Q1 		$342K Sell
691
-76
-10% -$42K 0.05% 222
2024
Q4 		$400K Sell
767
-365
-32% -$190K 0.05% 203
2024
Q3 		$556K Sell
1,132
-353
-24% -$164K 0.07% 167
2024
Q2 		$661K Buy
1,485
+178
+14% +$70.9K 0.1% 129
2024
Q1 		$522K Buy
1,307
+200
+18% +$75.6K 0.08% 149
2023
Q4 		$373K Buy
1,107
+316
+40% +$94.2K 0.07% 179
2023
Q3 		$231K Buy
791
+15
+2% +$4.68K 0.04% 225
2023
Q2 		$265K Buy
776
+10
+1% +$3.03K 0.05% 214
2023
Q1 		$196K Buy
+766
New +$189K 0.04% 238
2022
Q4 		– Sell
-135
Closed -$25K – 600
2022
Q3 		$25K Sell
135
-78
-37% -$16.8K 0.01% 568
2022
Q2 		$43K Sell
213
-25
-11% -$5.87K 0.01% 470
2022
Q1 		$72K Buy
238
+76
+47% +$22.2K 0.02% 364
2021
Q4 		$58K Buy
162
+12
+8% +$4.13K 0.01% 380
2021
Q3 		$50K Sell
150
-3
-2% -$1.01K 0.01% 383
2021
Q2 		$47K Hold
153
– – 0.01% 414
2021
Q1 		$37K Buy
+153
New +$38.5K 0.01% 436

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GPS Wealth Strategies Group's ISRG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Intuitive Surgical (ISRG) stake by 69% in Q4 2025, selling an estimated $223K and leaving 192 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #142.

GPS Wealth Strategies Group first reported a position in ISRG in Q1 2021 and has held it in 19 quarters since. The position peaked at $661K in Q2 2024. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • GPS Wealth Strategies Group held 192 shares of Intuitive Surgical worth $109K as of Q4 2025.
  • GPS Wealth Strategies Group sold 419 Intuitive Surgical shares in Q4 2025, an estimated $223K.
  • Intuitive Surgical made up 0.09% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #142 holding.
  • GPS Wealth Strategies Group first reported a position in Intuitive Surgical in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Intuitive Surgical position peaked at $661K in Q2 2024.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.