SWM
ISRG icon

SFG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

SFG Wealth Management’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 		– Sell
-509
Closed -$228K – 137
2025
Q3 		$228K Buy
509
+2
+0.4% +$960 0.1% 124
2025
Q2 		$276K Hold
507
– – 0.17% 72
2025
Q1 		$251K Buy
507
+100
+25% +$55.3K 0.12% 105
2024
Q4 		$212K Buy
+407
New +$212K 0.11% 95

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SFG Wealth Management's ISRG Position: Q4 2025 in Review

SFG Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 509 shares — an estimated $228K sold.

SFG Wealth Management first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $276K in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • SFG Wealth Management reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 509 Intuitive Surgical shares in Q4 2025, an estimated $228K.
  • SFG Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • SFG Wealth Management's Intuitive Surgical position peaked at $276K in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.