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Spahn Wealth & Retirement’s Intuitive Surgical ISRG Stock Holding History

Spahn Wealth & Retirement’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
-9,574
Closed -$5.2M – 38
2025
Q2 		$5.2M Sell
9,574
-156
-2% -$81.6K 3.35% 13
2025
Q1 		$4.82M Buy
9,730
+1,410
+17% +$780K 3.54% 11
2024
Q4 		$4.34M Buy
+8,320
New +$4.33M 2.85% 15

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

Spahn Wealth & Retirement's ISRG Position: Q3 2025 in Review

Spahn Wealth & Retirement sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 9,574 shares — an estimated $5.2M sold.

Spahn Wealth & Retirement first reported a position in ISRG in Q4 2024 and held it in 3 quarters. The position peaked at $5.2M in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Spahn Wealth & Retirement reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 9,574 Intuitive Surgical shares in Q3 2025, an estimated $5.2M.
  • Spahn Wealth & Retirement first reported a position in Intuitive Surgical in Q4 2024 and held it in 3 quarters.
  • Spahn Wealth & Retirement's Intuitive Surgical position peaked at $5.2M in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Spahn Wealth & Retirement's 13F filing for Q3 2025, filed 14 Nov 2025.