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Orion Portfolio Solutions’s Intuitive Surgical ISRG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$6.98M Buy
14,084
+1,025
+8% +$567K 0.07% 275
2024
Q4 		$6.82M Buy
13,059
+204
+2% +$106K 0.07% 268
2024
Q3 		$6.32M Buy
12,855
+2,315
+22% +$1.08M 0.06% 290
2024
Q2 		$4.69M Buy
10,540
+682
+7% +$272K 0.05% 326
2024
Q1 		$3.93M Sell
9,858
-255
-3% -$96.4K 0.04% 384
2023
Q4 		$3.33M Sell
10,113
-242
-2% -$72.1K 0.04% 413
2023
Q3 		$3.03M Sell
10,355
-22,361
-68% -$6.98M 0.04% 438
2023
Q2 		$11.2M Buy
+32,716
New +$9.9M 0.12% 167
2023
Q1 		– Sell
-2,015
Closed -$535K – 1580
2022
Q4 		$535K Buy
2,015
+351
+21% +$85.6K 0.02% 480
2022
Q3 		$312K Sell
1,664
-10,530
-86% -$2.26M 0.01% 556
2022
Q2 		$2.45M Sell
12,194
-752
-6% -$176K 0.1% 135
2022
Q1 		$3.91M Buy
12,946
+1,040
+9% +$304K 0.14% 99
2021
Q4 		$4.28M Buy
11,906
+1,826
+18% +$628K 0.14% 100
2021
Q3 		$3.34M Buy
10,080
+2,112
+27% +$709K 0.12% 108
2021
Q2 		$2.44M Buy
7,968
+1,485
+23% +$417K 0.1% 129
2021
Q1 		$1.6M Buy
6,483
+1,797
+38% +$452K 0.07% 146
2020
Q4 		$1.28M Buy
4,686
+1,395
+42% +$346K 0.06% 176
2020
Q3 		$778K Buy
3,291
+2,214
+206% +$497K 0.04% 213
2020
Q2 		$205K Buy
1,077
+225
+26% +$40.3K 0.01% 400
2020
Q1 		$141K Buy
852
+213
+33% +$39K 0.01% 384
2019
Q4 		$126K Buy
+639
New +$120K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's ISRG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Intuitive Surgical (ISRG) stake by 7.8% in Q1 2025, buying an estimated $567K and bringing the position to 14,084 shares worth $6.98M. The position accounts for 0.07% of the portfolio, ranked #275.

Orion Portfolio Solutions first reported a position in ISRG in Q4 2019 and has held it in 21 quarters since. The position peaked at $11.2M in Q2 2023. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Orion Portfolio Solutions held 14,084 shares of Intuitive Surgical worth $6.98M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,025 Intuitive Surgical shares in Q1 2025, an estimated $567K.
  • Intuitive Surgical made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #275 holding.
  • Orion Portfolio Solutions first reported a position in Intuitive Surgical in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Intuitive Surgical position peaked at $11.2M in Q2 2023.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.