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Nicolet Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Nicolet Advisory Services’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
Q4 		$706K Buy
1,233
+39
+3% +$20.8K 0.05% 188
2025
Q3 		$526K Buy
1,194
+14
+1% +$6.72K 0.04% 217
2025
Q2 		$570K Buy
1,180
+36
+3% +$18.8K 0.05% 197
2025
Q1 		$560K Buy
1,144
+75
+7% +$41.5K 0.06% 180
2024
Q4 		$585K Buy
1,069
+45
+4% +$23.4K 0.05% 178
2024
Q3 		$491K Buy
1,024
+70
+7% +$32.6K 0.05% 206
2024
Q2 		$424K Sell
954
-105
-10% -$41.8K 0.04% 228
2024
Q1 		$414K Buy
1,059
+209
+25% +$79K 0.04% 213
2023
Q4 		$274K Buy
850
+10
+1% +$2.98K 0.03% 258
2023
Q3 		$244K Sell
840
-193
-19% -$60.3K 0.03% 261
2023
Q2 		$341K Sell
1,033
-32
-3% -$9.68K 0.04% 207
2023
Q1 		$274K Buy
1,065
+194
+22% +$47.8K 0.03% 223
2022
Q4 		$226K Buy
+871
New +$212K 0.03% 215
2021
Q2 		– Sell
-1,551
Closed -$382K – 197
2021
Q1 		$382K Buy
1,551
+6
+0.4% +$1.51K 0.05% 119
2020
Q4 		$421K Hold
1,545
– – 0.06% 118
2020
Q3 		$365K Hold
1,545
– – 0.06% 115
2020
Q2 		$293K Hold
1,545
– – 0.05% 154
2020
Q1 		$255K Sell
1,545
-222
-13% -$40.7K 0.04% 154
2019
Q4 		$348K Sell
1,767
-207
-10% -$38.8K 0.05% 123
2019
Q3 		$355K Hold
1,974
– – 0.05% 115
2019
Q2 		$345K Buy
+1,974
New +$338K 0.05% 110

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's ISRG Position: Q4 2025 in Review

Nicolet Advisory Services increased its Intuitive Surgical (ISRG) stake by 3.3% in Q4 2025, buying an estimated $20.8K and bringing the position to 1,233 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #188.

Nicolet Advisory Services first reported a position in ISRG in Q2 2019 and has held it in 21 quarters since. 2,411 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Nicolet Advisory Services held 1,233 shares of Intuitive Surgical worth $706K as of Q4 2025.
  • Nicolet Advisory Services bought 39 Intuitive Surgical shares in Q4 2025, an estimated $20.8K.
  • Intuitive Surgical made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #188 holding.
  • Nicolet Advisory Services first reported a position in Intuitive Surgical in Q2 2019 and has held it in 21 quarters since.
  • 2,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.