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New Wave Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

New Wave Wealth Advisors’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
-370
Closed -$201K – 183
2025
Q2 		$201K Buy
+370
New +$193K 0.09% 139
2025
Q1 		– Sell
-478
Closed -$249K – 392
2024
Q4 		$249K Sell
478
-83
-15% -$43.2K 0.1% 117
2024
Q3 		$276K Sell
561
-81
-13% -$37.7K 0.13% 114
2024
Q2 		$286K Buy
+642
New +$256K 0.15% 101

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

New Wave Wealth Advisors's ISRG Position: Q3 2025 in Review

New Wave Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 370 shares — an estimated $201K sold.

New Wave Wealth Advisors first reported a position in ISRG in Q2 2024 and held it in 4 quarters. The position peaked at $286K in Q2 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • New Wave Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 370 Intuitive Surgical shares in Q3 2025, an estimated $201K.
  • New Wave Wealth Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 4 quarters.
  • New Wave Wealth Advisors's Intuitive Surgical position peaked at $286K in Q2 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on New Wave Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.