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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 – 58
2024
Q4 		$365K Hold
700
– – 0.11% 36
2024
Q3 		$344K Hold
700
– – 0.09% 39
2024
Q2 		$311K Buy
+700
New +$279K 0.09% 43

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 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. 2,191 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.
  • 2,191 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.