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

New Harbor 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	-700	Closed	-$365K	–	57
2024 Q4	$365K	Sell	700 -13	-2%	-$6.77K	0.11%	35
2024 Q3	$350K	Hold	713	–	–	0.09%	36
2024 Q2	$317K	Buy	+713	New	+$284K	0.1%	40
2016 Q3	$7K	Hold	90	–	–	0.01%	66
2016 Q2	$6K	Hold	90	–	–	0.01%	71
2016 Q1	$6K	Hold	90	–	–	0.01%	74
2015 Q4	$5K	Hold	90	–	–	0.01%	76
2015 Q3	$4K	Hold	90	–	–	0.01%	112
2015 Q2	$4K	Hold	90	–	–	﹤0.01%	100
2015 Q1	$5K	Hold	90	–	–	0.01%	89
2014 Q4	$5K	Buy	+90	New	+$5.01K	0.01%	87
2014 Q3	–	Sell	-90	Closed	-$4K	–	59
2014 Q2	$4K	Hold	90	–	–	﹤0.01%	92
2014 Q1	$4K	Hold	90	–	–	﹤0.01%	83
2013 Q4	$4K	Hold	90	–	–	0.01%	83
2013 Q3	$4K	Sell	90 -90	-50%	-$3.97K	﹤0.01%	85
2013 Q2	$10K	Buy	+180	New	+$9.91K	0.02%	68

Other funds holding ISRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

New Harbor Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 700 shares — an estimated $365K sold.

New Harbor Financial Group first reported a position in ISRG in Q2 2013 and held it in 16 quarters. The position peaked at $365K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

New Harbor Financial Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
New Harbor Financial Group sold 700 Intuitive Surgical shares in Q1 2025, an estimated $365K.
New Harbor Financial Group first reported a position in Intuitive Surgical in Q2 2013 and held it in 16 quarters.
New Harbor Financial Group's Intuitive Surgical position peaked at $365K in Q4 2024.
2,195 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on New Harbor Financial Group's 13F filing for Q1 2025, filed 14 May 2025.