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Optimum Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Optimum Investment 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 		$22.4K Hold
50
– – 0.01% 431
2025
Q2 		$27.2K Hold
50
– – 0.01% 404
2025
Q1 		$24.8K Hold
50
– – 0.01% 415
2024
Q4 		$26.1K Hold
50
– – 0.01% 404
2024
Q3 		$24.6K Hold
50
– – 0.01% 427
2024
Q2 		$22.2K Hold
50
– – 0.01% 438
2024
Q1 		$20K Hold
50
– – 0.01% 456
2023
Q4 		$16.9K Hold
50
– – 0.01% 465
2023
Q3 		$14.6K Hold
50
– – 0.01% 506
2023
Q2 		$17.1K Hold
50
– – 0.01% 493
2023
Q1 		$12.8K Buy
+50
New +$12.3K 0.01% 535
2022
Q1 		– Sell
-24
Closed -$9K – 869
2021
Q4 		$9K Hold
24
– – ﹤0.01% 684
2021
Q3 		$8K Buy
+24
New +$8.06K ﹤0.01% 700
2020
Q2 		– Sell
-237
Closed -$39K – 891
2020
Q1 		$39K Sell
237
-624
-72% -$114K 0.02% 470
2019
Q4 		$170K Buy
861
+615
+250% +$115K 0.05% 305
2019
Q3 		$44K Buy
246
+9
+4% +$1.56K 0.01% 538
2019
Q2 		$41K Hold
237
– – 0.01% 547
2019
Q1 		$45K Hold
237
– – 0.01% 526
2018
Q4 		$38K Sell
237
-450
-66% -$76.3K 0.01% 511
2018
Q3 		$131K Buy
687
+450
+190% +$79.9K 0.04% 364
2018
Q2 		$38K Buy
237
+21
+10% +$3.2K 0.01% 588
2018
Q1 		$30K Buy
+216
New +$30.1K 0.01% 628

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
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
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

Optimum Investment Advisors's ISRG Position: Q3 2025 in Review

Optimum Investment Advisors held its Intuitive Surgical (ISRG) position steady in Q3 2025 at 50 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #431.

Optimum Investment Advisors first reported a position in ISRG in Q1 2018 and has held it in 22 quarters since. The position peaked at $170K in Q4 2019. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Optimum Investment Advisors held 50 shares of Intuitive Surgical worth $22.4K as of Q3 2025.
  • Optimum Investment Advisors left its Intuitive Surgical share count unchanged in Q3 2025.
  • Intuitive Surgical made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #431 holding.
  • Optimum Investment Advisors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 22 quarters since.
  • Optimum Investment Advisors's Intuitive Surgical position peaked at $170K in Q4 2019.
  • 2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.