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New Century Financial Group’s Intuitive Surgical ISRG Stock Holding History

New Century 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
-643
Closed -$344K – 217
2024
Q4 		$344K Sell
643
-56
-8% -$29.2K 0.15% 186
2024
Q3 		$343K Buy
699
+134
+24% +$62.4K 0.13% 202
2024
Q2 		$251K Buy
+565
New +$225K 0.11% 232
2024
Q1 		– Sell
-646
Closed -$218K – 190
2023
Q4 		$218K Buy
+646
New +$193K 0.19% 149

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

New Century Financial Group's ISRG Position: Q1 2025 in Review

New Century Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 643 shares — an estimated $344K sold.

New Century Financial Group first reported a position in ISRG in Q4 2023 and held it in 4 quarters. The position peaked at $344K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • New Century Financial Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 643 Intuitive Surgical shares in Q1 2025, an estimated $344K.
  • New Century Financial Group first reported a position in Intuitive Surgical in Q4 2023 and held it in 4 quarters.
  • New Century Financial Group's Intuitive Surgical position peaked at $344K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.