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Roberts Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Roberts Capital 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 		– Sell
-1,718
Closed -$768K – 29
2025
Q3 		$768K Hold
1,718
– – 0.85% 37
2025
Q2 		$934K Hold
1,718
– – 0.69% 39
2025
Q1 		$851K Buy
+1,718
New +$950K 0.75% 37

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

Roberts Capital Advisors's ISRG Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 1,718 shares — an estimated $768K sold.

Roberts Capital Advisors first reported a position in ISRG in Q1 2025 and held it in 3 quarters. The position peaked at $934K in Q2 2025. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Roberts Capital Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 1,718 Intuitive Surgical shares in Q4 2025, an estimated $768K.
  • Roberts Capital Advisors first reported a position in Intuitive Surgical in Q1 2025 and held it in 3 quarters.
  • Roberts Capital Advisors's Intuitive Surgical position peaked at $934K in Q2 2025.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.