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Smith, Moore & Co’s Intuitive Surgical ISRG Stock Holding History

Smith, Moore & Co’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
Q3 		– Sell
-391
Closed -$212K – 536
2025
Q2 		$212K Buy
+391
New +$204K 0.02% 479
2025
Q1 		– Sell
-435
Closed -$227K – 493
2024
Q4 		$227K Sell
435
-15
-3% -$7.81K 0.02% 431
2024
Q3 		$221K Sell
450
-66
-13% -$30.7K 0.02% 426
2024
Q2 		$230K Buy
+516
New +$206K 0.02% 397

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Smith, Moore & Co's ISRG Position: Q3 2025 in Review

Smith, Moore & Co sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 391 shares — an estimated $212K sold.

Smith, Moore & Co first reported a position in ISRG in Q2 2024 and held it in 4 quarters. The position peaked at $230K in Q2 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Smith, Moore & Co reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 391 Intuitive Surgical shares in Q3 2025, an estimated $212K.
  • Smith, Moore & Co first reported a position in Intuitive Surgical in Q2 2024 and held it in 4 quarters.
  • Smith, Moore & Co's Intuitive Surgical position peaked at $230K in Q2 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.