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Napa Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Napa Wealth 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 		– Sell
-823
Closed -$447K – 167
2025
Q2 		$447K Sell
823
-74
-8% -$38.7K 0.21% 111
2025
Q1 		$444K Buy
897
+146
+19% +$80.7K 0.25% 126
2024
Q4 		$392K Sell
751
-2,298
-75% -$1.2M 0.17% 136
2024
Q3 		$1.5M Buy
3,049
+2,417
+382% +$1.13M 0.71% 30
2024
Q2 		$281K Sell
632
-15
-2% -$5.97K 0.19% 86
2024
Q1 		$258K Buy
+647
New +$244K 0.14% 58

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Napa Wealth Management's ISRG Position: Q3 2025 in Review

Napa Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 823 shares — an estimated $447K sold.

Napa Wealth Management first reported a position in ISRG in Q1 2024 and held it in 6 quarters. The position peaked at $1.5M in Q3 2024. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Napa Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 823 Intuitive Surgical shares in Q3 2025, an estimated $447K.
  • Napa Wealth Management first reported a position in Intuitive Surgical in Q1 2024 and held it in 6 quarters.
  • Napa Wealth Management's Intuitive Surgical position peaked at $1.5M in Q3 2024.
  • 2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.