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Strategic Investment Solutions’s Intuitive Surgical ISRG Stock Holding History

Strategic Investment Solutions’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
Q2 		– Sell
-25
Closed -$12.4K – 643
2025
Q1 		$12.4K Hold
25
– – ﹤0.01% 341
2024
Q4 		$13K Hold
25
– – ﹤0.01% 357
2024
Q3 		$12.3K Buy
+25
New +$11.6K ﹤0.01% 338
2023
Q4 		$8.43K Sell
25
-1,550
-98% -$462K ﹤0.01% 780
2023
Q3 		$492K Buy
1,575
+1,550
+6,200% +$484K 0.01% 400
2023
Q2 		$7.76K Sell
25
-126
-83% -$38.1K ﹤0.01% 591
2023
Q1 		$38.6K Buy
+151
New +$37.2K 0.01% 413

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Strategic Investment Solutions's ISRG Position: Q2 2025 in Review

Strategic Investment Solutions sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 25 shares — an estimated $12.4K sold.

Strategic Investment Solutions first reported a position in ISRG in Q1 2023 and held it in 7 quarters. The position peaked at $492K in Q3 2023. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Strategic Investment Solutions reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 25 Intuitive Surgical shares in Q2 2025, an estimated $12.4K.
  • Strategic Investment Solutions first reported a position in Intuitive Surgical in Q1 2023 and held it in 7 quarters.
  • Strategic Investment Solutions's Intuitive Surgical position peaked at $492K in Q3 2023.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.