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J.W. Coons Advisors’s Intuitive Surgical ISRG Stock Holding History

J.W. Coons 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 		$838K Buy
1,542
+45
+3% +$23.5K 0.19% 114
2025
Q1 		$741K Buy
1,497
+20
+1% +$11.1K 0.2% 111
2024
Q4 		$771K Sell
1,477
-97
-6% -$50.5K 0.2% 108
2024
Q3 		$773K Buy
1,574
+4
+0.3% +$1.86K 0.19% 111
2024
Q2 		$698K Buy
1,570
+60
+4% +$23.9K 0.17% 114
2024
Q1 		$603K Buy
1,510
+340
+29% +$128K 0.14% 133
2023
Q4 		$395K Buy
1,170
+66
+6% +$19.7K 0.11% 161
2023
Q3 		$323K Hold
1,104
– – 0.09% 174
2023
Q2 		$378K Buy
1,104
+30
+3% +$9.08K 0.1% 169
2023
Q1 		$274K Hold
1,074
– – 0.08% 200
2022
Q4 		$285K Buy
1,074
+2
+0.2% +$488 0.09% 190
2022
Q3 		$201K Hold
1,072
– – 0.08% 207
2022
Q2 		$213K Sell
1,072
-54
-5% -$12.7K 0.08% 231
2022
Q1 		$358K Sell
1,126
-262
-19% -$76.5K 0.11% 181
2021
Q4 		$498K Buy
1,388
+470
+51% +$162K 0.15% 148
2021
Q3 		$305K Buy
918
+15
+2% +$5.04K 0.1% 174
2021
Q2 		$279K Sell
903
-42
-4% -$11.8K 0.1% 180
2021
Q1 		$232K Hold
945
– – 0.08% 202
2020
Q4 		$257K Hold
945
– – 0.1% 177
2020
Q3 		$223K Buy
+945
New +$212K 0.09% 180

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

J.W. Coons Advisors's ISRG Position: Q2 2025 in Review

J.W. Coons Advisors increased its Intuitive Surgical (ISRG) stake by 3% in Q2 2025, buying an estimated $23.5K and bringing the position to 1,542 shares worth $838K. The position accounts for 0.19% of the portfolio, ranked #114.

J.W. Coons Advisors first reported a position in ISRG in Q3 2020 and has held it in 20 quarters since. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • J.W. Coons Advisors held 1,542 shares of Intuitive Surgical worth $838K as of Q2 2025.
  • J.W. Coons Advisors bought 45 Intuitive Surgical shares in Q2 2025, an estimated $23.5K.
  • Intuitive Surgical made up 0.19% of J.W. Coons Advisors's portfolio in Q2 2025, its #114 holding.
  • J.W. Coons Advisors first reported a position in Intuitive Surgical in Q3 2020 and has held it in 20 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.