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Semmax Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Semmax Financial 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
Q2 		$25.9K Hold
55
– – 0.01% 209
2025
Q1 		$29.5K Hold
55
– – 0.01% 187
2024
Q4 		$32.5K Hold
55
– – 0.01% 173
2024
Q3 		$29.5K Hold
55
– – 0.01% 169
2024
Q2 		$25.8K Hold
55
– – 0.01% 182
2024
Q1 		$20.9K Buy
+55
New +$20.8K 0.01% 174

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 $134M AUM 21.11% 1-Year Est. Return

Semmax Financial Advisors's ISRG Position: Q2 2025 in Review

Semmax Financial Advisors held its Intuitive Surgical (ISRG) position steady in Q2 2025 at 55 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #209.

Semmax Financial Advisors first reported a position in ISRG in Q1 2024 and has held it in 6 quarters since. The position peaked at $32.5K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Semmax Financial Advisors held 55 shares of Intuitive Surgical worth $25.9K as of Q2 2025.
  • Semmax Financial Advisors left its Intuitive Surgical share count unchanged in Q2 2025.
  • Intuitive Surgical made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #209 holding.
  • Semmax Financial Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 6 quarters since.
  • Semmax Financial Advisors's Intuitive Surgical position peaked at $32.5K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.