Monetta Financial Services’s Intuitive Surgical ISRG Stock Holding History

Monetta Financial Services’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	-1,700	Closed	-$924K	–	64
2025 Q2	$924K	Hold	1,700	–	–	0.67%	48
2025 Q1	$842K	Hold	1,700	–	–	0.75%	39
2024 Q4	$887K	Hold	1,700	–	–	0.71%	40
2024 Q3	$835K	Buy	+1,700	New	+$791K	0.71%	46
2023 Q1	–	Sell	-2,200	Closed	-$584K	–	63
2022 Q4	$584K	Buy	+2,200	New	+$536K	0.67%	45
2019 Q2	–	Sell	-15,600	Closed	-$2.97M	–	44
2019 Q1	$2.97M	Hold	15,600	–	–	2.14%	15
2018 Q4	$2.49M	Buy	+15,600	New	+$2.64M	1.94%	16
2016 Q4	–	Sell	-28,800	Closed	-$2.32M	–	66
2016 Q3	$2.32M	Hold	28,800	–	–	1.49%	24
2016 Q2	$2.12M	Hold	28,800	–	–	1.34%	20
2016 Q1	$1.92M	Buy	+28,800	New	+$1.78M	1.19%	31

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

Monetta Financial Services's ISRG Position: Q3 2025 in Review

Monetta Financial Services sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,700 shares — an estimated $924K sold.

Monetta Financial Services first reported a position in ISRG in Q1 2016 and held it in 10 quarters. The position peaked at $2.97M in Q1 2019. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Monetta Financial Services reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Monetta Financial Services sold 1,700 Intuitive Surgical shares in Q3 2025, an estimated $924K.
Monetta Financial Services first reported a position in Intuitive Surgical in Q1 2016 and held it in 10 quarters.
Monetta Financial Services's Intuitive Surgical position peaked at $2.97M in Q1 2019.
2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Monetta Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.