InceptionR’s Intuitive Surgical ISRG Stock Holding History

InceptionR’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	-1,087	Closed	-$567K	–	697
2024 Q4	$567K	Buy	+1,087	New	+$566K	0.13%	302
2023 Q3	–	Sell	-1,620	Closed	-$554K	–	479
2023 Q2	$554K	Buy	+1,620	New	+$490K	0.3%	120

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

InceptionR's ISRG Position: Q1 2025 in Review

InceptionR sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 1,087 shares — an estimated $567K sold.

InceptionR first reported a position in ISRG in Q2 2023 and held it in 2 quarters. The position peaked at $567K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

InceptionR reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
InceptionR sold 1,087 Intuitive Surgical shares in Q1 2025, an estimated $567K.
InceptionR first reported a position in Intuitive Surgical in Q2 2023 and held it in 2 quarters.
InceptionR's Intuitive Surgical position peaked at $567K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.