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Lockerman Financial Group’s Intuitive Surgical ISRG Stock Holding History

Lockerman Financial Group’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
-738
Closed -$401K – 123
2025
Q2 		$401K Buy
+738
New +$386K 0.54% 55

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

Lockerman Financial Group's ISRG Position: Q3 2025 in Review

Lockerman Financial Group sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 738 shares — an estimated $401K sold.

Lockerman Financial Group first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $401K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Lockerman Financial Group reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 738 Intuitive Surgical shares in Q3 2025, an estimated $401K.
  • Lockerman Financial Group first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
  • Lockerman Financial Group's Intuitive Surgical position peaked at $401K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.