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Heartwood Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-245
Closed -$110K – 400
2025
Q3 		$110K Buy
+245
New +$118K 0.01% 246
2024
Q3 		– Sell
-524
Closed -$233K – 178
2024
Q2 		$233K Buy
+524
New +$209K 0.03% 158

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's ISRG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 245 shares — an estimated $110K sold.

Heartwood Wealth Advisors first reported a position in ISRG in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 245 Intuitive Surgical shares in Q4 2025, an estimated $110K.
  • Heartwood Wealth Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Intuitive Surgical position peaked at $233K in Q2 2024.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.