SHF
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Safe Harbor Fiduciary’s Intuitive Surgical ISRG Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$335K Buy
617
+17
+3% +$8.89K 0.31% 65
2025
Q1 		$297K Buy
+600
New +$332K 0.31% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Safe Harbor Fiduciary's ISRG Position: Q2 2025 in Review

Safe Harbor Fiduciary increased its Intuitive Surgical (ISRG) stake by 2.8% in Q2 2025, buying an estimated $8.89K and bringing the position to 617 shares worth $335K. The position accounts for 0.31% of the portfolio, ranked #65.

Safe Harbor Fiduciary first reported a position in ISRG in Q1 2025 and has held it in 2 quarters since. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Safe Harbor Fiduciary held 617 shares of Intuitive Surgical worth $335K as of Q2 2025.
  • Safe Harbor Fiduciary bought 17 Intuitive Surgical shares in Q2 2025, an estimated $8.89K.
  • Intuitive Surgical made up 0.31% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #65 holding.
  • Safe Harbor Fiduciary first reported a position in Intuitive Surgical in Q1 2025 and has held it in 2 quarters since.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.