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Paragon Capital Management (Utah)’s Intuitive Surgical ISRG Stock Holding History

Paragon Capital Management (Utah)’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 		– Sell
-1,978
Closed -$885K – 80
2025
Q3 		$885K Sell
1,978
-24
-1% -$11.5K 0.66% 55
2025
Q2 		$1.09M Sell
2,002
-34
-2% -$17.8K 0.83% 47
2025
Q1 		$1.01M Buy
+2,036
New +$1.13M 0.81% 48

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Paragon Capital Management (Utah)'s ISRG Position: Q4 2025 in Review

Paragon Capital Management (Utah) sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 1,978 shares — an estimated $885K sold.

Paragon Capital Management (Utah) first reported a position in ISRG in Q1 2025 and held it in 3 quarters. The position peaked at $1.09M in Q2 2025. 2,413 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Paragon Capital Management (Utah) reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 1,978 Intuitive Surgical shares in Q4 2025, an estimated $885K.
  • Paragon Capital Management (Utah) first reported a position in Intuitive Surgical in Q1 2025 and held it in 3 quarters.
  • Paragon Capital Management (Utah)'s Intuitive Surgical position peaked at $1.09M in Q2 2025.
  • 2,413 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Paragon Capital Management (Utah)'s 13F filing for Q4 2025, filed 23 Jan 2026.