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SPC Financial Inc’s Intuitive Surgical ISRG Stock Holding History

SPC Financial Inc’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 		$722K Buy
1,614
+21
+1% +$10.1K 0.06% 142
2025
Q2 		$866K Sell
1,593
-30
-2% -$15.7K 0.07% 128
2025
Q1 		$804K Buy
1,623
+8
+0.5% +$4.42K 0.07% 128
2024
Q4 		$843K Buy
1,615
+35
+2% +$18.2K 0.07% 127
2024
Q3 		$776K Buy
1,580
+6
+0.4% +$2.79K 0.07% 129
2024
Q2 		$700K Hold
1,574
– – 0.06% 126
2024
Q1 		$628K Hold
1,574
– – 0.06% 131
2023
Q4 		$531K Buy
1,574
+4
+0.3% +$1.19K 0.05% 140
2023
Q3 		$459K Hold
1,570
– – 0.05% 149
2023
Q2 		$537K Sell
1,570
-80
-5% -$24.2K 0.06% 131
2023
Q1 		$422K Hold
1,650
– – 0.05% 141
2022
Q4 		$438K Hold
1,650
– – 0.05% 133
2022
Q3 		$309K Hold
1,650
– – 0.04% 150
2022
Q2 		$331K Hold
1,650
– – 0.04% 152
2022
Q1 		$498K Sell
1,650
-152
-8% -$44.4K 0.06% 125
2021
Q4 		$647K Buy
1,802
+137
+8% +$47.1K 0.07% 102
2021
Q3 		$552K Sell
1,665
-30
-2% -$10.1K 0.07% 105
2021
Q2 		$520K Sell
1,695
-405
-19% -$114K 0.06% 107
2021
Q1 		$517K Sell
2,100
-4,200
-67% -$1.06M 0.07% 101
2020
Q4 		$1.72M Buy
6,300
+90
+1% +$22.3K 0.24% 60
2020
Q3 		$1.47M Buy
6,210
+75
+1% +$16.8K 0.25% 56
2020
Q2 		$1.17M Buy
6,135
+1,065
+21% +$191K 0.24% 62
2020
Q1 		$837K Sell
5,070
-810
-14% -$148K 0.21% 67
2019
Q4 		$1.16M Buy
5,880
+60
+1% +$11.2K 0.21% 65
2019
Q3 		$1.05M Buy
5,820
+330
+6% +$57.1K 0.22% 62
2019
Q2 		$960K Buy
5,490
+150
+3% +$25.7K 0.19% 66
2019
Q1 		$1.02M Buy
5,340
+354
+7% +$62.9K 0.22% 59
2018
Q4 		$796K Buy
4,986
+126
+3% +$21.4K 0.22% 63
2018
Q3 		$930K Sell
4,860
-30
-0.6% -$5.33K 0.19% 67
2018
Q2 		$780K Buy
4,890
+1,320
+37% +$201K 0.17% 70
2018
Q1 		$491K Buy
+3,570
New +$498K 0.11% 86

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPC Financial Inc's ISRG Position: Q3 2025 in Review

SPC Financial Inc increased its Intuitive Surgical (ISRG) stake by 1.3% in Q3 2025, buying an estimated $10.1K and bringing the position to 1,614 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #142.

SPC Financial Inc first reported a position in ISRG in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q4 2020. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • SPC Financial Inc held 1,614 shares of Intuitive Surgical worth $722K as of Q3 2025.
  • SPC Financial Inc bought 21 Intuitive Surgical shares in Q3 2025, an estimated $10.1K.
  • Intuitive Surgical made up 0.06% of SPC Financial Inc's portfolio in Q3 2025, its #142 holding.
  • SPC Financial Inc first reported a position in Intuitive Surgical in Q1 2018 and has held it in 31 quarters since.
  • SPC Financial Inc's Intuitive Surgical position peaked at $1.72M in Q4 2020.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.