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Spectrum Wealth Counsel’s Intuitive Surgical ISRG Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$210K Hold
423
– – 0.03% 120
2024
Q4 		$221K Sell
423
-37
-8% -$19.3K 0.03% 116
2024
Q3 		$226K Sell
460
-194
-30% -$90.3K 0.03% 111
2024
Q2 		$291K Sell
654
-166
-20% -$66.1K 0.04% 111
2024
Q1 		$327K Sell
820
-25
-3% -$9.45K 0.04% 118
2023
Q4 		$285K Buy
+845
New +$252K 0.04% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spectrum Wealth Counsel's ISRG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Intuitive Surgical (ISRG) position steady in Q1 2025 at 423 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #120.

Spectrum Wealth Counsel first reported a position in ISRG in Q4 2023 and has held it in 6 quarters since. The position peaked at $327K in Q1 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Spectrum Wealth Counsel held 423 shares of Intuitive Surgical worth $210K as of Q1 2025.
  • Spectrum Wealth Counsel left its Intuitive Surgical share count unchanged in Q1 2025.
  • Intuitive Surgical made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #120 holding.
  • Spectrum Wealth Counsel first reported a position in Intuitive Surgical in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Intuitive Surgical position peaked at $327K in Q1 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.