JWM
ISRG icon

JFG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

JFG 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
-2,289
Closed -$1.13M – 75
2025
Q1 		$1.13M Buy
2,289
+63
+3% +$34.8K 0.26% 31
2024
Q4 		$1.16M Buy
+2,226
New +$1.16M 0.27% 37

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

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

JFG Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 2,289 shares — an estimated $1.13M sold.

JFG Wealth Management first reported a position in ISRG in Q4 2024 and held it in 2 quarters. The position peaked at $1.16M in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • JFG Wealth Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 2,289 Intuitive Surgical shares in Q2 2025, an estimated $1.13M.
  • JFG Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Intuitive Surgical position peaked at $1.16M in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.