Linscomb Wealth’s Intuitive Surgical ISRG Stock Holding History

Linscomb Wealth’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	–	Sell	-517	Closed	-$270K	–	299
2024 Q4	$270K	Buy	+517	New	+$269K	0.01%	261

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Linscomb Wealth's ISRG Position: Q1 2025 in Review

Linscomb Wealth sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 517 shares — an estimated $270K sold.

Linscomb Wealth first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $270K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Linscomb Wealth reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Linscomb Wealth sold 517 Intuitive Surgical shares in Q1 2025, an estimated $270K.
Linscomb Wealth first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
Linscomb Wealth's Intuitive Surgical position peaked at $270K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Linscomb Wealth's 13F filing for Q1 2025, filed 12 May 2025.