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Iron Horse Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Iron Horse 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
Q2 		$5.98K Hold
11
– – ﹤0.01% 353
2025
Q1 		$5.45K Buy
+11
New +$6.08K ﹤0.01% 348

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 $138M AUM 28.86% 1-Year Est. Return

Iron Horse Wealth Management's ISRG Position: Q2 2025 in Review

Iron Horse Wealth Management held its Intuitive Surgical (ISRG) position steady in Q2 2025 at 11 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Iron Horse Wealth Management first reported a position in ISRG in Q1 2025 and has held it in 2 quarters since. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Iron Horse Wealth Management held 11 shares of Intuitive Surgical worth $5.98K as of Q2 2025.
  • Iron Horse Wealth Management left its Intuitive Surgical share count unchanged in Q2 2025.
  • Intuitive Surgical made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #353 holding.
  • Iron Horse Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 2 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.