Stephens Consulting’s Intuitive Surgical ISRG Stock Holding History

Stephens Consulting’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 Q4	$5.1K	Buy	+9	New	+$4.79K	﹤0.01%	290
2025 Q3	–	Sell	-4	Closed	-$2.17K	–	777
2025 Q2	$2.17K	Buy	+4	New	+$2.09K	﹤0.01%	496
2025 Q1	–	Sell	-32	Closed	-$16.7K	–	1532
2024 Q4	$16.7K	Hold	32	–	–	﹤0.01%	295
2024 Q3	$15.7K	Sell	32 -6	-16%	-$2.79K	﹤0.01%	292
2024 Q2	$16.9K	Buy	+38	New	+$15.1K	﹤0.01%	283
2022 Q4	–	Sell	-105	Closed	-$19.7K	–	533
2022 Q3	$19.7K	Hold	105	–	–	0.02%	254
2022 Q2	$21.1K	Hold	105	–	–	0.02%	239
2022 Q1	$31.7K	Sell	105 -7	-6%	-$2.04K	0.03%	228
2021 Q4	$40.2K	Buy	+112	New	+$38.5K	0.03%	222

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's ISRG Position: Q4 2025 in Review

Stephens Consulting opened a new position in Intuitive Surgical (ISRG) in Q4 2025: 9 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in ISRG as recently as Q2 2025.

Stephens Consulting first reported a position in ISRG in Q4 2021 and has held it in 9 quarters since. The position peaked at $40.2K in Q4 2021. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Stephens Consulting held 9 shares of Intuitive Surgical worth $5.1K as of Q4 2025.
Intuitive Surgical was a new Stephens Consulting position in Q4 2025.
Intuitive Surgical made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #290 holding.
Stephens Consulting first reported a position in Intuitive Surgical in Q4 2021 and has held it in 9 quarters since.
Stephens Consulting's Intuitive Surgical position peaked at $40.2K in Q4 2021.
2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.