JSA
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Jacobson & Schmitt Advisors’s Intuitive Surgical ISRG Stock Holding History

Jacobson & Schmitt 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
Q4 		– Sell
-748
Closed -$335K – 75
2025
Q3 		$335K Buy
+748
New +$359K 0.06% 71
2022
Q2 		– Sell
-921
Closed -$278K – 62
2022
Q1 		$278K Hold
921
– – 0.07% 50
2021
Q4 		$331K Hold
921
– – 0.08% 43
2021
Q3 		$305K Hold
921
– – 0.08% 40
2021
Q2 		$282K Hold
921
– – 0.08% 40
2021
Q1 		$227K Hold
921
– – 0.07% 40
2020
Q4 		$251K Hold
921
– – 0.09% 40
2020
Q3 		$218K Buy
+921
New +$207K 0.08% 38

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jacobson & Schmitt Advisors's ISRG Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 748 shares — an estimated $335K sold.

Jacobson & Schmitt Advisors first reported a position in ISRG in Q3 2020 and held it in 8 quarters. The position peaked at $335K in Q3 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Jacobson & Schmitt Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 748 Intuitive Surgical shares in Q4 2025, an estimated $335K.
  • Jacobson & Schmitt Advisors first reported a position in Intuitive Surgical in Q3 2020 and held it in 8 quarters.
  • Jacobson & Schmitt Advisors's Intuitive Surgical position peaked at $335K in Q3 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.