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JDM Financial Group’s Intuitive Surgical ISRG Stock Holding History

JDM Financial Group’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
-36
Closed -$16.1K – 271
2025
Q3 		$16.1K Buy
36
+7
+24% +$3.36K 0.01% 155
2025
Q2 		$15.8K Sell
29
-5
-15% -$2.61K 0.01% 144
2025
Q1 		$16.8K Hold
34
– – 0.01% 131
2024
Q4 		$17.7K Hold
34
– – 0.01% 133
2024
Q3 		$16.7K Buy
34
+5
+17% +$2.33K 0.01% 136
2024
Q2 		$12.9K Hold
29
– – 0.01% 135
2024
Q1 		$11.6K Hold
29
– – 0.01% 134
2023
Q4 		$9.78K Hold
29
– – 0.01% 134
2023
Q3 		$8.48K Buy
29
+5
+21% +$1.56K 0.01% 137
2023
Q2 		$8.21K Buy
+24
New +$7.26K 0.01% 149

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

JDM Financial Group's ISRG Position: Q4 2025 in Review

JDM Financial Group sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 36 shares — an estimated $16.1K sold.

JDM Financial Group first reported a position in ISRG in Q2 2023 and held it in 10 quarters. The position peaked at $17.7K in Q4 2024. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • JDM Financial Group reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 36 Intuitive Surgical shares in Q4 2025, an estimated $16.1K.
  • JDM Financial Group first reported a position in Intuitive Surgical in Q2 2023 and held it in 10 quarters.
  • JDM Financial Group's Intuitive Surgical position peaked at $17.7K in Q4 2024.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.