Moloney Securities Asset Management’s Intuitive Surgical ISRG Stock Holding History

Moloney Securities Asset Management’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	$234K	Sell	523 -186	-26%	-$89.3K	0.03%	413
2025 Q2	$385K	Sell	709 -631	-47%	-$330K	0.05%	313
2025 Q1	$664K	Buy	+1,340	New	+$741K	0.09%	219
2024 Q1	–	Sell	-1,204	Closed	-$406K	–	481
2023 Q4	$406K	Buy	+1,204	New	+$359K	0.06%	280
2023 Q3	–	Sell	-1,981	Closed	-$677K	–	442
2023 Q2	$677K	Buy	1,981 +142	+8%	+$43K	0.12%	201
2023 Q1	$470K	Buy	1,839 +970	+112%	+$239K	0.09%	247
2022 Q4	$231K	Sell	869 -1,000	-54%	-$244K	0.05%	337
2022 Q3	$350K	Buy	1,869 +210	+13%	+$45.1K	0.08%	244
2022 Q2	$333K	Buy	+1,659	New	+$389K	0.08%	252

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Moloney Securities Asset Management's ISRG Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Intuitive Surgical (ISRG) stake by 26% in Q3 2025, selling an estimated $89.3K and leaving 523 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #413.

Moloney Securities Asset Management first reported a position in ISRG in Q2 2022 and has held it in 9 quarters since. The position peaked at $677K in Q2 2023. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Moloney Securities Asset Management held 523 shares of Intuitive Surgical worth $234K as of Q3 2025.
Moloney Securities Asset Management sold 186 Intuitive Surgical shares in Q3 2025, an estimated $89.3K.
Intuitive Surgical made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #413 holding.
Moloney Securities Asset Management first reported a position in Intuitive Surgical in Q2 2022 and has held it in 9 quarters since.
Moloney Securities Asset Management's Intuitive Surgical position peaked at $677K in Q2 2023.
2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.