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Schechter Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Schechter Investment 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
Q1 		$1.78M Sell
3,590
-557
-13% -$308K 0.15% 132
2024
Q4 		$2.16M Sell
4,147
-17
-0.4% -$8.85K 0.17% 119
2024
Q3 		$2.05M Sell
4,164
-292
-7% -$136K 0.15% 131
2024
Q2 		$1.98M Sell
4,456
-28
-0.6% -$11.2K 0.15% 120
2024
Q1 		$1.79M Sell
4,484
-338
-7% -$128K 0.13% 142
2023
Q4 		$1.63M Buy
4,822
+224
+5% +$66.8K 0.14% 141
2023
Q3 		$1.34M Buy
4,598
+150
+3% +$46.8K 0.13% 166
2023
Q2 		$1.52M Sell
4,448
-219
-5% -$66.3K 0.14% 158
2023
Q1 		$1.19M Buy
4,667
+324
+7% +$79.8K 0.11% 213
2022
Q4 		$1.15M Buy
4,343
+208
+5% +$50.7K 0.11% 247
2022
Q3 		$776K Sell
4,135
-1,677
-29% -$360K 0.08% 363
2022
Q2 		$1.17M Sell
5,812
-954
-14% -$224K 0.11% 233
2022
Q1 		$2.04M Sell
6,766
-37
-0.5% -$10.8K 0.19% 101
2021
Q4 		$2.44M Buy
+6,803
New +$2.34M 0.22% 85

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

Schechter Investment Advisors's ISRG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 13% in Q1 2025, selling an estimated $308K and leaving 3,590 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #132.

Schechter Investment Advisors first reported a position in ISRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.44M in Q4 2021. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Schechter Investment Advisors held 3,590 shares of Intuitive Surgical worth $1.78M as of Q1 2025.
  • Schechter Investment Advisors sold 557 Intuitive Surgical shares in Q1 2025, an estimated $308K.
  • Intuitive Surgical made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #132 holding.
  • Schechter Investment Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Intuitive Surgical position peaked at $2.44M in Q4 2021.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.