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Lion Street Advisors’s Intuitive Surgical ISRG Stock Holding History

Lion Street Advisors’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 		$374K Sell
1,035
-20
-2% -$9.6K 0.13% 148
2025
Q2 		$573K Buy
1,055
+159
+18% +$83.1K 0.17% 126
2025
Q1 		$444K Sell
896
-94
-9% -$52K 0.14% 161
2024
Q4 		$517K Sell
990
-44
-4% -$22.9K 0.16% 132
2024
Q3 		$508K Sell
1,034
-17
-2% -$7.91K 0.18% 130
2024
Q2 		$468K Sell
1,051
-129
-11% -$51.4K 0.17% 131
2024
Q1 		$398K Hold
1,180
– – 0.16% 136
2023
Q4 		$398K Sell
1,180
-69
-6% -$20.6K 0.16% 136
2023
Q3 		$365K Buy
1,249
+214
+21% +$66.8K 0.12% 151
2023
Q2 		$374K Buy
+1,035
New +$313K 0.13% 152

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lion Street Advisors's ISRG Position: Q3 2025 in Review

Lion Street Advisors reduced its Intuitive Surgical (ISRG) stake by 1.9% in Q3 2025, selling an estimated $9.6K and leaving 1,035 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #148.

Lion Street Advisors first reported a position in ISRG in Q2 2023 and has held it in 10 quarters since. The position peaked at $573K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Lion Street Advisors held 1,035 shares of Intuitive Surgical worth $374K as of Q3 2025.
  • Lion Street Advisors sold 20 Intuitive Surgical shares in Q3 2025, an estimated $9.6K.
  • Intuitive Surgical made up 0.13% of Lion Street Advisors's portfolio in Q3 2025, its #148 holding.
  • Lion Street Advisors first reported a position in Intuitive Surgical in Q2 2023 and has held it in 10 quarters since.
  • Lion Street Advisors's Intuitive Surgical position peaked at $573K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.