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SGL Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

SGL 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
Q4 		– Sell
-984
Closed -$536K – 131
2025
Q3 		$536K Buy
984
+233
+31% +$112K 0.22% 90
2025
Q2 		$396K Buy
751
+39
+5% +$20.4K 0.19% 86
2025
Q1 		$383K Buy
712
+302
+74% +$167K 0.2% 79
2024
Q4 		$242K Buy
+410
New +$214K 0.12% 104

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

SGL Investment Advisors's ISRG Position: Q4 2025 in Review

SGL Investment Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 984 shares — an estimated $536K sold.

SGL Investment Advisors first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $536K in Q3 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • SGL Investment Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • SGL Investment Advisors sold 984 Intuitive Surgical shares in Q4 2025, an estimated $536K.
  • SGL Investment Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
  • SGL Investment Advisors's Intuitive Surgical position peaked at $536K in Q3 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on SGL Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.