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Sabal Trust’s Intuitive Surgical ISRG Stock Holding History

Sabal Trust’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 		$1.43M Buy
2,887
+514
+22% +$284K 0.08% 132
2024
Q4 		$1.24M Buy
2,373
+651
+38% +$339K 0.07% 129
2024
Q3 		$846K Buy
+1,722
New +$802K 0.05% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sabal Trust's ISRG Position: Q1 2025 in Review

Sabal Trust increased its Intuitive Surgical (ISRG) stake by 22% in Q1 2025, buying an estimated $284K and bringing the position to 2,887 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #132.

Sabal Trust first reported a position in ISRG in Q3 2024 and has held it in 3 quarters since. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Sabal Trust held 2,887 shares of Intuitive Surgical worth $1.43M as of Q1 2025.
  • Sabal Trust bought 514 Intuitive Surgical shares in Q1 2025, an estimated $284K.
  • Intuitive Surgical made up 0.08% of Sabal Trust's portfolio in Q1 2025, its #132 holding.
  • Sabal Trust first reported a position in Intuitive Surgical in Q3 2024 and has held it in 3 quarters since.
  • 2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.