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Petra Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Petra Financial 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
Q1 		– Sell
-398
Closed -$208K – 136
2024
Q4 		$208K Buy
+398
New +$207K 0.14% 134

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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

Petra Financial Advisors's ISRG Position: Q1 2025 in Review

Petra Financial Advisors sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 398 shares — an estimated $208K sold.

Petra Financial Advisors first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Petra Financial Advisors reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 398 Intuitive Surgical shares in Q1 2025, an estimated $208K.
  • Petra Financial Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Petra Financial Advisors's Intuitive Surgical position peaked at $208K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Petra Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.