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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
2018
Q3 		– Sell
-3,000
Closed -$478K – 541
2018
Q2 		$478K Buy
+3,000
New +$458K 0.05% 268

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.