LSA
ISRG icon

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 $5.7T 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