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	–	696
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	–	566
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	–	353
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NewSquare Capital's ISRG Position: Q3 2025 in Review

NewSquare Capital sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 202 shares — an estimated $110K sold.

NewSquare Capital first reported a position in ISRG in Q1 2014 and held it in 16 quarters. The position peaked at $110K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

NewSquare Capital reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 202 Intuitive Surgical shares in Q3 2025, an estimated $110K.
NewSquare Capital first reported a position in Intuitive Surgical in Q1 2014 and held it in 16 quarters.
NewSquare Capital's Intuitive Surgical position peaked at $110K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.