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Perfromance Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Perfromance Wealth Partners’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 		– Sell
-390
Closed -$204K – 182
2024
Q4 		$204K Buy
+390
New +$203K 0.01% 177

Other funds holding ISRG

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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

Perfromance Wealth Partners's ISRG Position: Q1 2025 in Review

Perfromance Wealth Partners sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 390 shares — an estimated $204K sold.

Perfromance Wealth Partners first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Perfromance Wealth Partners reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 390 Intuitive Surgical shares in Q1 2025, an estimated $204K.
  • Perfromance Wealth Partners first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Perfromance Wealth Partners's Intuitive Surgical position peaked at $204K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Perfromance Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.