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Pines Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Pines Wealth Management’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
-603
Closed -$328K – 233
2025
Q2 		$328K Buy
603
+130
+27% +$68K 0.12% 166
2025
Q1 		$216K Buy
+473
New +$262K 0.1% 183

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

Pines Wealth Management's ISRG Position: Q3 2025 in Review

Pines Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 603 shares — an estimated $328K sold.

Pines Wealth Management first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $328K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Pines Wealth Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Pines Wealth Management sold 603 Intuitive Surgical shares in Q3 2025, an estimated $328K.
  • Pines Wealth Management first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Pines Wealth Management's Intuitive Surgical position peaked at $328K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Pines Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.