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IronOak Wealth’s Intuitive Surgical ISRG Stock Holding History

IronOak Wealth’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 		$1.1M Buy
+2,022
New +$1.06M 1.07% 43
2024
Q4 		$1.6M Buy
+3,056
New +$1.59M 1.79% 21

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IronOak Wealth's ISRG Position: Q2 2025 in Review

IronOak Wealth opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 2,022 shares worth $1.1M. The stake represents 1.07% of the portfolio and ranks #43 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in ISRG as recently as Q4 2024.

IronOak Wealth first reported a position in ISRG in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.6M in Q4 2024. 2,269 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • IronOak Wealth held 2,022 shares of Intuitive Surgical worth $1.1M as of Q2 2025.
  • Intuitive Surgical was a new IronOak Wealth position in Q2 2025.
  • Intuitive Surgical made up 1.07% of IronOak Wealth's portfolio in Q2 2025, its #43 holding.
  • IronOak Wealth first reported a position in Intuitive Surgical in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's Intuitive Surgical position peaked at $1.6M in Q4 2024.
  • 2,269 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.