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Smith Anglin Financial’s Intuitive Surgical ISRG Stock Holding History

Smith Anglin Financial’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 		$215K Buy
+396
New +$207K 0.02% 196
2025
Q1 		– Sell
-403
Closed -$210K – 222
2024
Q4 		$210K Buy
+403
New +$210K 0.02% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Smith Anglin Financial's ISRG Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in Intuitive Surgical (ISRG) in Q2 2025: 396 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Smith Anglin Financial previously reported a position in ISRG as recently as Q4 2024.

Smith Anglin Financial first reported a position in ISRG in Q4 2024 and has held it in 2 quarters since. 2,270 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Smith Anglin Financial held 396 shares of Intuitive Surgical worth $215K as of Q2 2025.
  • Intuitive Surgical was a new Smith Anglin Financial position in Q2 2025.
  • Intuitive Surgical made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #196 holding.
  • Smith Anglin Financial first reported a position in Intuitive Surgical in Q4 2024 and has held it in 2 quarters since.
  • 2,270 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.