SOA Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

SOA Wealth 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
2025 Q3	–	Sell	-37	Closed	-$20.1K	–	908
2025 Q2	$20.1K	Buy	37 +9	+32%	+$4.71K	﹤0.01%	503
2025 Q1	$13.9K	Buy	28 +13	+87%	+$7.19K	﹤0.01%	524
2024 Q4	$7.83K	Hold	15	–	–	﹤0.01%	576
2024 Q3	$7.37K	Buy	15 +12	+400%	+$5.59K	﹤0.01%	567
2024 Q2	$1.33K	Hold	3	–	–	﹤0.01%	708
2024 Q1	$1.2K	Hold	3	–	–	﹤0.01%	752
2023 Q4	$1.01K	Hold	3	–	–	﹤0.01%	753
2023 Q3	$877	Hold	3	–	–	﹤0.01%	786
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	779
2023 Q1	$766	Hold	3	–	–	﹤0.01%	816
2022 Q4	$796	Sell	3 -3	-50%	-$731	﹤0.01%	815
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	775
2022 Q2	$1K	Sell	6 -105	-95%	-$24.6K	﹤0.01%	761
2022 Q1	$33K	Hold	111	–	–	0.01%	372
2021 Q4	$40K	Hold	111	–	–	0.01%	326
2021 Q3	$36K	Hold	111	–	–	0.01%	359
2021 Q2	$34K	Buy	111 +54	+95%	+$15.1K	0.01%	365
2021 Q1	$14K	Sell	57 -15	-21%	-$3.77K	﹤0.01%	458
2020 Q4	$18K	Buy	+72	New	+$17.9K	﹤0.01%	425

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SOA Wealth Advisors's ISRG Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 37 shares — an estimated $20.1K sold.

SOA Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 19 quarters. The position peaked at $40K in Q4 2021. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

SOA Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 37 Intuitive Surgical shares in Q3 2025, an estimated $20.1K.
SOA Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 19 quarters.
SOA Wealth Advisors's Intuitive Surgical position peaked at $40K in Q4 2021.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.