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Prosperity Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Prosperity 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
Q4 		$664K Buy
+1,172
New +$624K 0.22% 101
2025
Q2 		– Sell
-1,564
Closed -$775K – 255
2025
Q1 		$775K Sell
1,564
-125
-7% -$69.1K 0.36% 59
2024
Q4 		$882K Buy
1,689
+124
+8% +$64.6K 0.36% 51
2024
Q3 		$769K Buy
1,565
+235
+18% +$109K 0.31% 54
2024
Q2 		$592K Buy
+1,330
New +$530K 0.29% 71
2023
Q4 		– Sell
-1,145
Closed -$335K – 161
2023
Q3 		$335K Buy
1,145
+60
+6% +$18.7K 0.22% 86
2023
Q2 		$371K Buy
+1,085
New +$328K 0.24% 63

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's ISRG Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q4 2025: 1,172 shares worth $664K. The stake represents 0.22% of the portfolio and ranks #101 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in ISRG as recently as Q1 2025.

Prosperity Wealth Management first reported a position in ISRG in Q2 2023 and has held it in 7 quarters since. The position peaked at $882K in Q4 2024. 2,411 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Prosperity Wealth Management held 1,172 shares of Intuitive Surgical worth $664K as of Q4 2025.
  • Intuitive Surgical was a new Prosperity Wealth Management position in Q4 2025.
  • Intuitive Surgical made up 0.22% of Prosperity Wealth Management's portfolio in Q4 2025, its #101 holding.
  • Prosperity Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and has held it in 7 quarters since.
  • Prosperity Wealth Management's Intuitive Surgical position peaked at $882K in Q4 2024.
  • 2,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.