Hemington Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Hemington Wealth Management’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 Q3	$88K	Sell	198 -34	-15%	-$16.3K	0.01%	259
2025 Q2	$126K	Sell	232 -1,890	-89%	-$988K	0.02%	196
2025 Q1	$1.05M	Buy	2,122 +35	+2%	+$19.4K	0.16%	49
2024 Q4	$1.09M	Sell	2,087 -24	-1%	-$12.5K	0.27%	46
2024 Q3	$1.06M	Sell	2,111 -20	-0.9%	-$9.31K	0.29%	43
2024 Q2	$947K	Sell	2,131 -489	-19%	-$195K	0.32%	43
2024 Q1	$1.05M	Sell	2,620 -489	-16%	-$185K	0.38%	40
2023 Q4	$1.05M	Hold	3,109	–	–	0.4%	34
2023 Q3	$908K	Sell	3,109 -54	-2%	-$16.9K	0.43%	31
2023 Q2	$1.08M	Sell	3,163 -981	-24%	-$297K	0.44%	31
2023 Q1	$1.06M	Buy	+4,144	New	+$1.02M	0.43%	30

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hemington Wealth Management's ISRG Position: Q3 2025 in Review

Hemington Wealth Management reduced its Intuitive Surgical (ISRG) stake by 15% in Q3 2025, selling an estimated $16.3K and leaving 198 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #259.

Hemington Wealth Management first reported a position in ISRG in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2024. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Hemington Wealth Management held 198 shares of Intuitive Surgical worth $88K as of Q3 2025.
Hemington Wealth Management sold 34 Intuitive Surgical shares in Q3 2025, an estimated $16.3K.
Intuitive Surgical made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #259 holding.
Hemington Wealth Management first reported a position in Intuitive Surgical in Q1 2023 and has held it in 11 quarters since.
Hemington Wealth Management's Intuitive Surgical position peaked at $1.09M in Q4 2024.
2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.