HFA
ISRG icon

Harbert Fund Advisors’s Intuitive Surgical ISRG Stock Holding History

Harbert Fund 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 		– Sell
-2,750
Closed -$1.36M – 35
2025
Q1 		$1.36M Sell
2,750
-125
-4% -$69.1K 1.54% 25
2024
Q4 		$1.5M Buy
2,875
+300
+12% +$156K 0.78% 41
2024
Q3 		$1.27M Buy
2,575
+75
+3% +$34.9K 0.75% 37
2024
Q2 		$1.11M Buy
+2,500
New +$996K 0.79% 28
2024
Q1 		– Sell
-3,850
Closed -$1.3M – 91
2023
Q4 		$1.3M Sell
3,850
-4,650
-55% -$1.39M 0.89% 34
2023
Q3 		$2.48M Buy
+8,500
New +$2.65M 1.77% 26
2023
Q2 		– Sell
-9,750
Closed -$2.49M – 49
2023
Q1 		$2.49M Buy
+9,750
New +$2.4M 1.65% 28

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 $138M AUM 28.86% 1-Year Est. Return

Harbert Fund Advisors's ISRG Position: Q2 2025 in Review

Harbert Fund Advisors sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 2,750 shares — an estimated $1.36M sold.

Harbert Fund Advisors first reported a position in ISRG in Q1 2023 and held it in 7 quarters. The position peaked at $2.49M in Q1 2023. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Harbert Fund Advisors reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Harbert Fund Advisors sold 2,750 Intuitive Surgical shares in Q2 2025, an estimated $1.36M.
  • Harbert Fund Advisors first reported a position in Intuitive Surgical in Q1 2023 and held it in 7 quarters.
  • Harbert Fund Advisors's Intuitive Surgical position peaked at $2.49M in Q1 2023.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Harbert Fund Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.