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Shepherd Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Shepherd 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
Q1 		– Sell
-543
Closed -$283K – 38
2024
Q4 		$283K Buy
+543
New +$283K 0.28% 43

Other funds holding ISRG

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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

Shepherd Wealth Management's ISRG Position: Q1 2025 in Review

Shepherd Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 543 shares — an estimated $283K sold.

Shepherd Wealth Management first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $283K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Shepherd Wealth Management reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 543 Intuitive Surgical shares in Q1 2025, an estimated $283K.
  • Shepherd Wealth Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Shepherd Wealth Management's Intuitive Surgical position peaked at $283K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Shepherd Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.