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Sonora Investment Management Group’s Intuitive Surgical ISRG Stock Holding History

Sonora Investment Management Group’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 		$486K Sell
1,086
-7
-0.6% -$3.36K 0.03% 168
2025
Q2 		$594K Buy
1,093
+31
+3% +$16.2K 0.04% 157
2025
Q1 		$526K Buy
1,062
+37
+4% +$20.5K 0.04% 164
2024
Q4 		$535K Buy
1,025
+85
+9% +$44.3K 0.04% 163
2024
Q3 		$462K Buy
940
+65
+7% +$30.3K 0.03% 179
2024
Q2 		$349K Hold
875
– – 0.03% 206
2024
Q1 		$349K Sell
875
-35
-4% -$13.2K 0.03% 207
2023
Q4 		$307K Buy
910
+75
+9% +$22.4K 0.03% 203
2023
Q3 		$244K Buy
835
+133
+19% +$41.5K 0.02% 216
2023
Q2 		$240K Buy
+702
New +$212K 0.02% 228
2023
Q1 		– Sell
-880
Closed -$234K – 280
2022
Q4 		$234K Buy
+880
New +$215K 0.02% 235
2022
Q2 		– Sell
-1,043
Closed -$315K – 252
2022
Q1 		$315K Buy
+1,043
New +$305K 0.04% 164

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

Sonora Investment Management Group's ISRG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Intuitive Surgical (ISRG) stake by 0.64% in Q3 2025, selling an estimated $3.36K and leaving 1,086 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #168.

Sonora Investment Management Group first reported a position in ISRG in Q1 2022 and has held it in 12 quarters since. The position peaked at $594K in Q2 2025. 2,115 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Sonora Investment Management Group held 1,086 shares of Intuitive Surgical worth $486K as of Q3 2025.
  • Sonora Investment Management Group sold 7 Intuitive Surgical shares in Q3 2025, an estimated $3.36K.
  • Intuitive Surgical made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #168 holding.
  • Sonora Investment Management Group first reported a position in Intuitive Surgical in Q1 2022 and has held it in 12 quarters since.
  • Sonora Investment Management Group's Intuitive Surgical position peaked at $594K in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.