Heck Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Heck Capital 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 Q1	–	Sell	-44	Closed	-$23K	–	512
2024 Q4	$23K	Buy	+44	New	+$22.9K	﹤0.01%	458

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heck Capital Advisors's ISRG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 44 shares — an estimated $23K sold.

Heck Capital Advisors first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 2,193 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Heck Capital Advisors reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 44 Intuitive Surgical shares in Q1 2025, an estimated $23K.
Heck Capital Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Intuitive Surgical position peaked at $23K in Q4 2024.
2,193 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.