L.M. Kohn & Company’s Intuitive Surgical ISRG Stock Holding History

L.M. Kohn & Company’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	–	Sell	-705	Closed	-$383K	–	206
2025 Q2	$383K	Buy	+705	New	+$369K	0.1%	167

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

L.M. Kohn & Company's ISRG Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 705 shares — an estimated $383K sold.

L.M. Kohn & Company first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $383K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

L.M. Kohn & Company reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 705 Intuitive Surgical shares in Q3 2025, an estimated $383K.
L.M. Kohn & Company first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's Intuitive Surgical position peaked at $383K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.