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Petrus Trust Company’s Intuitive Surgical ISRG Stock Holding History

Petrus Trust Company’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
Q2 		– Sell
-1,283
Closed -$635K – 613
2025
Q1 		$635K Buy
+1,283
New +$710K 0.06% 124
2023
Q4 		– Sell
-732
Closed -$214K – 670
2023
Q3 		$214K Buy
+732
New +$229K 0.02% 510

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Petrus Trust Company's ISRG Position: Q2 2025 in Review

Petrus Trust Company sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 1,283 shares — an estimated $635K sold.

Petrus Trust Company first reported a position in ISRG in Q3 2023 and held it in 2 quarters. The position peaked at $635K in Q1 2025. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Petrus Trust Company reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,283 Intuitive Surgical shares in Q2 2025, an estimated $635K.
  • Petrus Trust Company first reported a position in Intuitive Surgical in Q3 2023 and held it in 2 quarters.
  • Petrus Trust Company's Intuitive Surgical position peaked at $635K in Q1 2025.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.