SAG
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SageView Advisory Group’s Intuitive Surgical ISRG Stock Holding History

SageView Advisory Group’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 		$1.95M Buy
3,446
+107
+3% +$57K 0.07% 151
2025
Q3 		$1.49M Sell
3,339
-223
-6% -$107K 0.05% 207
2025
Q2 		$1.76M Buy
3,562
+369
+12% +$193K 0.07% 153
2025
Q1 		$1.58M Sell
3,193
-303
-9% -$168K 0.07% 151
2024
Q4 		$1.82M Buy
3,496
+653
+23% +$340K 0.08% 132
2024
Q3 		$1.4M Sell
2,843
-1,299
-31% -$605K 0.07% 151
2024
Q2 		$1.84M Buy
4,142
+3,700
+837% +$1.47M 0.09% 132
2024
Q1 		$287K Sell
442
-4,484
-91% -$1.69M 0.01% 427
2023
Q4 		$1.86M Buy
4,926
+4,241
+619% +$1.26M 0.08% 152
2023
Q3 		$200K Buy
685
+22
+3% +$6.87K 0.01% 508
2023
Q2 		$227K Buy
+663
New +$201K 0.01% 508

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

SageView Advisory Group's ISRG Position: Q4 2025 in Review

SageView Advisory Group increased its Intuitive Surgical (ISRG) stake by 3.2% in Q4 2025, buying an estimated $57K and bringing the position to 3,446 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #151.

SageView Advisory Group first reported a position in ISRG in Q2 2023 and has held it in 11 quarters since. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • SageView Advisory Group held 3,446 shares of Intuitive Surgical worth $1.95M as of Q4 2025.
  • SageView Advisory Group bought 107 Intuitive Surgical shares in Q4 2025, an estimated $57K.
  • Intuitive Surgical made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #151 holding.
  • SageView Advisory Group first reported a position in Intuitive Surgical in Q2 2023 and has held it in 11 quarters since.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.