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McClarren Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

McClarren Financial 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
Q2 		– Sell
-33
Closed -$16K – 188
2025
Q1 		$16K Hold
33
– – 0.01% 195
2024
Q4 		$17K Hold
33
– – 0.05% 138
2024
Q3 		$16 Sell
33
-411
-93% -$191K ﹤0.01% 173
2024
Q2 		$14K Buy
444
+411
+1,245% +$164K 0.01% 233
2024
Q1 		$14K Hold
33
– – 0.01% 227
2023
Q4 		$11K Hold
33
– – 0.01% 265
2023
Q3 		$9K Hold
33
– – 0.01% 257
2023
Q2 		$11K Hold
33
– – 0.01% 253
2023
Q1 		$8K Hold
33
– – 0.01% 251
2022
Q4 		$8K Hold
33
– – 0.01% 259
2022
Q3 		$6K Buy
+33
New +$7.09K 0.01% 250
2022
Q2 		– Sell
-33
Closed -$9K – 142
2022
Q1 		$9K Hold
33
– – 0.01% 213
2021
Q4 		$12K Hold
33
– – 0.01% 227
2021
Q3 		$10K Buy
+33
New +$11.1K 0.01% 213

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

McClarren Financial Advisors's ISRG Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 33 shares — an estimated $16K sold.

McClarren Financial Advisors first reported a position in ISRG in Q3 2021 and held it in 14 quarters. The position peaked at $17K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 33 Intuitive Surgical shares in Q2 2025, an estimated $16K.
  • McClarren Financial Advisors first reported a position in Intuitive Surgical in Q3 2021 and held it in 14 quarters.
  • McClarren Financial Advisors's Intuitive Surgical position peaked at $17K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.