SIG
ISRG icon

Stonegate Investment Group’s Intuitive Surgical ISRG Stock Holding History

Stonegate Investment 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 		$3.04M Sell
6,803
-27
-0.4% -$13K 0.07% 108
2025
Q2 		$3.71M Buy
6,830
+4,330
+173% +$2.26M 0.09% 89
2025
Q1 		$1.24M Sell
2,500
-212
-8% -$117K 0.03% 143
2024
Q4 		$1.42M Sell
2,712
-103
-4% -$53.6K 0.04% 134
2024
Q3 		$1.38M Buy
2,815
+115
+4% +$53.5K 0.04% 146
2024
Q2 		$1.2M Buy
2,700
+275
+11% +$110K 0.03% 155
2024
Q1 		$968K Sell
2,425
-180
-7% -$68K 0.03% 165
2023
Q4 		$879K Buy
2,605
+206
+9% +$61.4K 0.03% 166
2023
Q3 		$701K Sell
2,399
-8
-0.3% -$2.5K 0.03% 173
2023
Q2 		$823K Buy
2,407
+40
+2% +$12.1K 0.03% 173
2023
Q1 		$605K Buy
2,367
+275
+13% +$67.7K 0.02% 190
2022
Q4 		$555K Buy
2,092
+807
+63% +$197K 0.02% 195
2022
Q3 		$241K Buy
+1,285
New +$276K 0.01% 244

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

Stonegate Investment Group's ISRG Position: Q3 2025 in Review

Stonegate Investment Group reduced its Intuitive Surgical (ISRG) stake by 0.4% in Q3 2025, selling an estimated $13K and leaving 6,803 shares worth $3.04M. The position accounts for 0.07% of the portfolio, ranked #108.

Stonegate Investment Group first reported a position in ISRG in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.71M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Stonegate Investment Group held 6,803 shares of Intuitive Surgical worth $3.04M as of Q3 2025.
  • Stonegate Investment Group sold 27 Intuitive Surgical shares in Q3 2025, an estimated $13K.
  • Intuitive Surgical made up 0.07% of Stonegate Investment Group's portfolio in Q3 2025, its #108 holding.
  • Stonegate Investment Group first reported a position in Intuitive Surgical in Q3 2022 and has held it in 13 quarters since.
  • Stonegate Investment Group's Intuitive Surgical position peaked at $3.71M in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.