HWG Holdings’s Intuitive Surgical ISRG Stock Holding History

HWG Holdings’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	–	Sell	-1,201	Closed	-$653K	–	61
2025 Q2	$653K	Sell	1,201 -4,185	-78%	-$2.19M	0.19%	43
2025 Q1	$2.67M	Buy	+5,386	New	+$2.98M	1.19%	21
2022 Q1	–	Sell	-5	Closed	-$2K	–	155
2021 Q4	$2K	Buy	+5	New	+$1.72K	﹤0.01%	123
2019 Q4	$14K	Hold	69	–	–	0.01%	98
2019 Q3	$12K	Hold	69	–	–	0.01%	99
2019 Q2	$12K	Sell	69 -20,802	-100%	-$3.56M	0.01%	93
2019 Q1	$3.97M	Buy	20,871 +20,802	+30,148%	+$3.7M	3.96%	7
2018 Q4	$11K	Sell	69 -20,409	-100%	-$3.46M	0.02%	37
2018 Q3	$3.92M	Sell	20,478 -29,139	-59%	-$5.17M	2.65%	16
2018 Q2	$7.91M	Buy	49,617 +15,093	+44%	+$2.3M	6.56%	3
2018 Q1	$4.75M	Buy	34,524 +6,426	+23%	+$897K	4.41%	4
2017 Q4	$3.42M	Buy	28,098 +11,268	+67%	+$1.41M	2.89%	7
2017 Q3	$1.96M	Buy	+16,830	New	+$1.83M	1.54%	23

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

HWG Holdings's ISRG Position: Q3 2025 in Review

HWG Holdings sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,201 shares — an estimated $653K sold.

HWG Holdings first reported a position in ISRG in Q3 2017 and held it in 13 quarters. The position peaked at $7.91M in Q2 2018. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

HWG Holdings reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
HWG Holdings sold 1,201 Intuitive Surgical shares in Q3 2025, an estimated $653K.
HWG Holdings first reported a position in Intuitive Surgical in Q3 2017 and held it in 13 quarters.
HWG Holdings's Intuitive Surgical position peaked at $7.91M in Q2 2018.
2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on HWG Holdings's 13F filing for Q3 2025, filed 14 Oct 2025.