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SMART Wealth’s Intuitive Surgical ISRG Stock Holding History

SMART Wealth’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
Q2 		– Sell
-954
Closed -$472K – 179
2025
Q1 		$472K Buy
954
+285
+43% +$158K 0.17% 99
2024
Q4 		$349K Buy
669
+79
+13% +$41.1K 0.12% 115
2024
Q3 		$290K Buy
+590
New +$275K 0.11% 114

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

SMART Wealth's ISRG Position: Q2 2025 in Review

SMART Wealth sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 954 shares — an estimated $472K sold.

SMART Wealth first reported a position in ISRG in Q3 2024 and held it in 3 quarters. The position peaked at $472K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • SMART Wealth reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • SMART Wealth sold 954 Intuitive Surgical shares in Q2 2025, an estimated $472K.
  • SMART Wealth first reported a position in Intuitive Surgical in Q3 2024 and held it in 3 quarters.
  • SMART Wealth's Intuitive Surgical position peaked at $472K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.