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Sheaff Brock Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Sheaff Brock 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 		$5.95M Buy
12,022
+12
+0.1% +$6.64K 0.55% 57
2024
Q4 		$6.27M Sell
12,010
-20
-0.2% -$10.4K 0.55% 50
2024
Q3 		$5.91M Buy
+12,030
New +$5.6M 0.52% 53
2024
Q2 		– Sell
-2,265
Closed -$904K – 491
2024
Q1 		$904K Buy
2,265
+39
+2% +$14.7K 0.06% 202
2023
Q4 		$751K Buy
2,226
+29
+1% +$8.64K 0.06% 213
2023
Q3 		$642K Hold
2,197
– – 0.06% 211
2023
Q2 		$751K Hold
2,197
– – 0.06% 200
2023
Q1 		$561K Hold
2,197
– – 0.05% 243
2022
Q4 		$583K Buy
2,197
+22
+1% +$5.36K 0.06% 221
2022
Q3 		$408K Hold
2,175
– – 0.04% 267
2022
Q2 		$437K Hold
2,175
– – 0.04% 268
2022
Q1 		$657K Hold
2,175
– – 0.05% 235
2021
Q4 		$781K Hold
2,175
– – 0.05% 213
2021
Q3 		$721K Hold
2,175
– – 0.05% 209
2021
Q2 		$667K Hold
2,175
– – 0.05% 220
2021
Q1 		$536K Sell
2,175
-6
-0.3% -$1.51K 0.04% 246
2020
Q4 		$595K Hold
2,181
– – 0.05% 208
2020
Q3 		$516K Buy
2,181
+6
+0.3% +$1.35K 0.05% 215
2020
Q2 		$413K Hold
2,175
– – 0.04% 241
2020
Q1 		$359K Hold
2,175
– – 0.05% 240
2019
Q4 		$429K Hold
2,175
– – 0.04% 270
2019
Q3 		$391K Hold
2,175
– – 0.04% 289
2019
Q2 		$380K Sell
2,175
-300
-12% -$51.4K 0.04% 293
2019
Q1 		$471K Sell
2,475
-165
-6% -$29.3K 0.06% 257
2018
Q4 		$421K Buy
2,640
+48
+2% +$8.13K 0.07% 259
2018
Q3 		$496K Buy
2,592
+75
+3% +$13.3K 0.05% 267
2018
Q2 		$401K Buy
2,517
+42
+2% +$6.41K 0.04% 306
2018
Q1 		$341K Buy
2,475
+300
+14% +$41.9K 0.04% 329
2017
Q4 		$265K Buy
+2,175
New +$272K 0.03% 375

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

Sheaff Brock Investment Advisors's ISRG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Intuitive Surgical (ISRG) stake by 0.1% in Q1 2025, buying an estimated $6.64K and bringing the position to 12,022 shares worth $5.95M. The position accounts for 0.55% of the portfolio, ranked #57.

Sheaff Brock Investment Advisors first reported a position in ISRG in Q4 2017 and has held it in 29 quarters since. The position peaked at $6.27M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 12,022 shares of Intuitive Surgical worth $5.95M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 12 Intuitive Surgical shares in Q1 2025, an estimated $6.64K.
  • Intuitive Surgical made up 0.55% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #57 holding.
  • Sheaff Brock Investment Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 29 quarters since.
  • Sheaff Brock Investment Advisors's Intuitive Surgical position peaked at $6.27M in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.