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Menard Financial Group’s Intuitive Surgical ISRG Stock Holding History

Menard 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
Q1 		– Sell
-27
Closed -$14.1K – 195
2024
Q4 		$14.1K Buy
+27
New +$14.1K 0.01% 224
2022
Q2 		– Sell
-1,908
Closed -$576K – 104
2022
Q1 		$576K Buy
1,908
+85
+5% +$24.8K 0.57% 50
2021
Q4 		$655K Buy
+1,823
New +$627K 0.54% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Menard Financial Group's ISRG Position: Q1 2025 in Review

Menard Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 27 shares — an estimated $14.1K sold.

Menard Financial Group first reported a position in ISRG in Q4 2021 and held it in 3 quarters. The position peaked at $655K in Q4 2021. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Menard Financial Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 27 Intuitive Surgical shares in Q1 2025, an estimated $14.1K.
  • Menard Financial Group first reported a position in Intuitive Surgical in Q4 2021 and held it in 3 quarters.
  • Menard Financial Group's Intuitive Surgical position peaked at $655K in Q4 2021.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.