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Redmont Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Redmont Wealth 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
Q4 		$25.5K Hold
45
– – 0.04% 124
2025
Q3 		$20.1K Hold
45
– – 0.03% 141
2025
Q2 		$24.5K Buy
+45
New +$23.5K 0.04% 133
2024
Q4 		– Sell
-45
Closed -$22.1K – 178
2024
Q3 		$22.1K Hold
45
– – 0.03% 131
2024
Q2 		$20K Hold
45
– – 0.03% 135
2024
Q1 		$18K Buy
+45
New +$17K 0.02% 153

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's ISRG Position: Q4 2025 in Review

Redmont Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q4 2025 at 45 shares worth $25.5K. The position accounts for 0.04% of the portfolio, ranked #124.

Redmont Wealth Advisors first reported a position in ISRG in Q1 2024 and has held it in 6 quarters since. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Redmont Wealth Advisors held 45 shares of Intuitive Surgical worth $25.5K as of Q4 2025.
  • Redmont Wealth Advisors left its Intuitive Surgical share count unchanged in Q4 2025.
  • Intuitive Surgical made up 0.04% of Redmont Wealth Advisors's portfolio in Q4 2025, its #124 holding.
  • Redmont Wealth Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 6 quarters since.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.