PSI Advisors’s Intuitive Surgical ISRG Stock Holding History

PSI 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	-25	Closed	-$13K	–	844
2024 Q4	$13K	Hold	25	–	–	﹤0.01%	485
2024 Q3	$12.3K	Hold	25	–	–	﹤0.01%	507
2024 Q2	$11.1K	Hold	25	–	–	﹤0.01%	495
2024 Q1	$9.98K	Hold	25	–	–	﹤0.01%	490
2023 Q4	$8.43K	Hold	25	–	–	﹤0.01%	539
2023 Q3	$7.31K	Hold	25	–	–	﹤0.01%	538
2023 Q2	$8.55K	Hold	25	–	–	﹤0.01%	513
2023 Q1	$6.39K	Hold	25	–	–	﹤0.01%	500
2022 Q4	$6.63K	Hold	25	–	–	﹤0.01%	481
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	523
2022 Q2	$5K	Buy	+25	New	+$5.87K	﹤0.01%	566
2020 Q1	–	Sell	-60	Closed	-$11K	–	332
2019 Q4	$11K	Buy	+60	New	+$11.2K	0.01%	452

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSI Advisors's ISRG Position: Q1 2025 in Review

PSI Advisors sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 25 shares — an estimated $13K sold.

PSI Advisors first reported a position in ISRG in Q4 2019 and held it in 12 quarters. The position peaked at $13K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

PSI Advisors reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 25 Intuitive Surgical shares in Q1 2025, an estimated $13K.
PSI Advisors first reported a position in Intuitive Surgical in Q4 2019 and held it in 12 quarters.
PSI Advisors's Intuitive Surgical position peaked at $13K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.