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Inspire Advisors’s Intuitive Surgical ISRG Stock Holding History

Inspire 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
Q2 		– Sell
-3,797
Closed -$1.88M – 530
2025
Q1 		$1.88M Buy
3,797
+1,031
+37% +$570K 0.22% 76
2024
Q4 		$1.44M Buy
2,766
+5
+0.2% +$2.6K 0.18% 86
2024
Q3 		$1.36M Sell
2,761
-461
-14% -$215K 0.16% 90
2024
Q2 		$1.43M Sell
3,222
-101
-3% -$40.2K 0.19% 69
2024
Q1 		$1.33M Buy
3,323
+173
+5% +$65.4K 0.18% 48
2023
Q4 		$1.06M Buy
3,150
+2,082
+195% +$621K 0.16% 72
2023
Q3 		$312K Sell
1,068
-22
-2% -$6.87K 0.06% 198
2023
Q2 		$373K Buy
1,090
+121
+12% +$36.6K 0.07% 132
2023
Q1 		$248K Buy
969
+39
+4% +$9.61K 0.06% 159
2022
Q4 		$247K Buy
+930
New +$227K 0.06% 127
2021
Q1 		– Sell
-243
Closed -$67K – 400
2020
Q4 		$67K Buy
+243
New +$60.3K 0.03% 200

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Inspire Advisors's ISRG Position: Q2 2025 in Review

Inspire Advisors sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 3,797 shares — an estimated $1.88M sold.

Inspire Advisors first reported a position in ISRG in Q4 2020 and held it in 11 quarters. The position peaked at $1.88M in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Inspire Advisors reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 3,797 Intuitive Surgical shares in Q2 2025, an estimated $1.88M.
  • Inspire Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 11 quarters.
  • Inspire Advisors's Intuitive Surgical position peaked at $1.88M in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.