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Realta Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Realta Investment 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
Q3 		– Sell
-2,352
Closed -$1.28M – 343
2025
Q2 		$1.28M Buy
2,352
+83
+4% +$43.4K 0.51% 49
2025
Q1 		$1.12M Buy
2,269
+69
+3% +$38.2K 0.51% 49
2024
Q4 		$1.18M Buy
2,200
+81
+4% +$42.2K 0.48% 49
2024
Q3 		$1.03M Buy
2,119
+93
+5% +$43.3K 0.48% 50
2024
Q2 		$901K Buy
2,026
+439
+28% +$175K 0.18% 130
2024
Q1 		$633K Buy
1,587
+102
+7% +$38.5K 0.13% 190
2023
Q4 		$501K Buy
+1,485
New +$443K 0.11% 221
2022
Q2 		– Sell
-766
Closed -$231K – 418
2022
Q1 		$231K Sell
766
-66
-8% -$19.3K 0.05% 355
2021
Q4 		$299K Buy
832
+10
+1% +$3.44K 0.07% 315
2021
Q3 		$272K Sell
822
-9
-1% -$3.02K 0.06% 318
2021
Q2 		$255K Buy
+831
New +$233K 0.06% 321
2020
Q1 		– Sell
-591
Closed -$117K – 848
2019
Q4 		$117K Buy
591
+153
+35% +$28.6K 0.03% 461
2019
Q3 		$78K Buy
438
+306
+232% +$52.9K 0.02% 558
2019
Q2 		$23K Sell
132
-183
-58% -$31.4K 0.01% 892
2019
Q1 		$61K Buy
+315
New +$56K 0.03% 502

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

Realta Investment Advisors's ISRG Position: Q3 2025 in Review

Realta Investment Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 2,352 shares — an estimated $1.28M sold.

Realta Investment Advisors first reported a position in ISRG in Q1 2019 and held it in 15 quarters. The position peaked at $1.28M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Realta Investment Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,352 Intuitive Surgical shares in Q3 2025, an estimated $1.28M.
  • Realta Investment Advisors first reported a position in Intuitive Surgical in Q1 2019 and held it in 15 quarters.
  • Realta Investment Advisors's Intuitive Surgical position peaked at $1.28M in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.