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Lindbrook Capital’s Intuitive Surgical ISRG Stock Holding History

Lindbrook Capital’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
Q1 		$784K Buy
1,582
+205
+15% +$113K 0.07% 159
2024
Q4 		$719K Buy
1,377
+32
+2% +$16.7K 0.06% 172
2024
Q3 		$661K Sell
1,345
-245
-15% -$114K 0.06% 185
2024
Q2 		$707K Buy
1,590
+142
+10% +$56.6K 0.07% 162
2024
Q1 		$578K Buy
1,448
+52
+4% +$19.6K 0.05% 193
2023
Q4 		$471K Buy
1,396
+293
+27% +$87.3K 0.05% 210
2023
Q3 		$322K Buy
1,103
+15
+1% +$4.68K 0.04% 236
2023
Q2 		$372K Buy
1,088
+42
+4% +$12.7K 0.04% 223
2023
Q1 		$267K Buy
1,046
+17
+2% +$4.19K 0.03% 255
2022
Q4 		$273K Sell
1,029
-913
-47% -$223K 0.03% 267
2022
Q3 		$364K Buy
1,942
+39
+2% +$8.38K 0.06% 185
2022
Q2 		$382K Sell
1,903
-77
-4% -$18.1K 0.06% 180
2022
Q1 		$597K Buy
1,980
+66
+3% +$19.3K 0.09% 142
2021
Q4 		$688K Buy
1,914
+6
+0.3% +$2.06K 0.1% 125
2021
Q3 		$632K Buy
1,908
+27
+1% +$9.07K 0.17% 51
2021
Q2 		$577K Buy
1,881
+33
+2% +$9.26K 0.13% 65
2021
Q1 		$455K Buy
1,848
+36
+2% +$9.06K 0.1% 79
2020
Q4 		$494K Buy
1,812
+24
+1% +$5.96K 0.12% 68
2020
Q3 		$423K Buy
1,788
+12
+0.7% +$2.69K 0.12% 70
2020
Q2 		$337K Sell
1,776
-48
-3% -$8.6K 0.1% 83
2020
Q1 		$301K Buy
1,824
+261
+17% +$47.8K 0.11% 77
2019
Q4 		$308K Buy
1,563
+54
+4% +$10.1K 0.11% 95
2019
Q3 		$272K Sell
1,509
-24
-2% -$4.15K 0.1% 97
2019
Q2 		$268K Buy
1,533
+33
+2% +$5.65K 0.1% 98
2019
Q1 		$285K Buy
1,500
+18
+1% +$3.2K 0.11% 91
2018
Q4 		$236K Buy
+1,482
New +$251K 0.12% 89

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 $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's ISRG Position: Q1 2025 in Review

Lindbrook Capital increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2025, buying an estimated $113K and bringing the position to 1,582 shares worth $784K. The position accounts for 0.07% of the portfolio, ranked #159.

Lindbrook Capital first reported a position in ISRG in Q4 2018 and has held it in 26 quarters since. 2,192 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Lindbrook Capital held 1,582 shares of Intuitive Surgical worth $784K as of Q1 2025.
  • Lindbrook Capital bought 205 Intuitive Surgical shares in Q1 2025, an estimated $113K.
  • Intuitive Surgical made up 0.07% of Lindbrook Capital's portfolio in Q1 2025, its #159 holding.
  • Lindbrook Capital first reported a position in Intuitive Surgical in Q4 2018 and has held it in 26 quarters since.
  • 2,192 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.