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Kathleen S. Wright Associates’s Intuitive Surgical ISRG Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$26.8K Hold
60
– – 0.01% 177
2025
Q2 		$32.6K Hold
60
– – 0.01% 169
2025
Q1 		$29.7K Hold
60
– – 0.01% 169
2024
Q4 		$31.3K Hold
60
– – 0.01% 171
2024
Q3 		$29.5K Hold
60
– – 0.01% 185
2024
Q2 		$26.7K Hold
60
– – 0.01% 164
2024
Q1 		$23.9K Hold
60
– – 0.01% 158
2023
Q4 		$20.2K Buy
+60
New +$17.9K 0.01% 143

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kathleen S. Wright Associates's ISRG Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Intuitive Surgical (ISRG) position steady in Q3 2025 at 60 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #177.

Kathleen S. Wright Associates first reported a position in ISRG in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.6K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Kathleen S. Wright Associates held 60 shares of Intuitive Surgical worth $26.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Intuitive Surgical share count unchanged in Q3 2025.
  • Intuitive Surgical made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #177 holding.
  • Kathleen S. Wright Associates first reported a position in Intuitive Surgical in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Intuitive Surgical position peaked at $32.6K in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.