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Jackson Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Jackson 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 		– Sell
-1,040
Closed -$515K – 167
2025
Q1 		$515K Buy
1,040
+13
+1% +$7.19K 0.06% 107
2024
Q4 		$536K Buy
1,027
+325
+46% +$169K 0.06% 106
2024
Q3 		$345K Buy
+702
New +$327K 0.04% 113
2020
Q1 		– Sell
-6,000
Closed -$1.18M – 124
2019
Q4 		$1.18M Buy
+6,000
New +$1.12M 0.2% 102
2018
Q3 		– Sell
-30,000
Closed -$5.38M – 90
2018
Q2 		$5.38M Buy
+30,000
New +$4.58M 1.25% 25

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 $3.37T AUM 44.26% 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

Jackson Wealth Management's ISRG Position: Q2 2025 in Review

Jackson Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 1,040 shares — an estimated $515K sold.

Jackson Wealth Management first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $5.38M in Q2 2018. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Jackson Wealth Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 1,040 Intuitive Surgical shares in Q2 2025, an estimated $515K.
  • Jackson Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • Jackson Wealth Management's Intuitive Surgical position peaked at $5.38M in Q2 2018.
  • 2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.