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PGIM Custom Harvest’s Intuitive Surgical ISRG Stock Holding History

PGIM Custom Harvest’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
Q3 		– Sell
-408
Closed -$222K – 267
2025
Q2 		$222K Sell
408
-20
-5% -$10.5K ﹤0.01% 234
2025
Q1 		$212K Buy
428
+5
+1% +$2.77K 0.01% 228
2024
Q4 		$221K Hold
423
– – ﹤0.01% 238
2024
Q3 		$208K Buy
+423
New +$197K ﹤0.01% 241

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PGIM Custom Harvest's ISRG Position: Q3 2025 in Review

PGIM Custom Harvest sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 408 shares — an estimated $222K sold.

PGIM Custom Harvest first reported a position in ISRG in Q3 2024 and held it in 4 quarters. The position peaked at $222K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • PGIM Custom Harvest reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • PGIM Custom Harvest sold 408 Intuitive Surgical shares in Q3 2025, an estimated $222K.
  • PGIM Custom Harvest first reported a position in Intuitive Surgical in Q3 2024 and held it in 4 quarters.
  • PGIM Custom Harvest's Intuitive Surgical position peaked at $222K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on PGIM Custom Harvest's 13F filing for Q3 2025, filed 14 Nov 2025.