NewSquare Capital’s Intuitive Surgical ISRG Stock Holding History

NewSquare Capital’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	-202	Closed	-$110K	–	700
2025 Q2	$110K	Buy	202 +16	+9%	+$8.37K	0.01%	210
2025 Q1	$92.1K	Buy	186 +63	+51%	+$34.8K	0.01%	198
2024 Q4	$64.2K	Buy	123 +23	+23%	+$12K	0.01%	183
2024 Q3	$49.1K	Hold	100	–	–	﹤0.01%	167
2024 Q2	$44.5K	Buy	+100	New	+$39.8K	﹤0.01%	166
2023 Q4	–	Sell	-3	Closed	-$877	–	568
2023 Q3	$877	Sell	3 -7	-70%	-$2.19K	﹤0.01%	508
2023 Q2	$3.42K	Sell	10 -26	-72%	-$7.87K	﹤0.01%	464
2023 Q1	$9.2K	Buy	36 +24	+200%	+$5.91K	﹤0.01%	363
2022 Q4	$3.18K	Buy	+12	New	+$2.93K	﹤0.01%	422
2015 Q4	–	Sell	-900	Closed	-$46K	–	357
2015 Q3	$46K	Hold	900	–	–	0.01%	149
2015 Q2	$48K	Hold	900	–	–	0.01%	154
2015 Q1	$51K	Hold	900	–	–	0.02%	146
2014 Q4	$53K	Hold	900	–	–	0.02%	151
2014 Q3	$46K	Hold	900	–	–	0.02%	166
2014 Q2	$41K	Hold	900	–	–	0.01%	161
2014 Q1	$44K	Buy	+900	New	+$42.4K	0.02%	146

Other funds holding ISRG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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