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StrongBox Wealth’s Intuitive Surgical ISRG Stock Holding History

StrongBox Wealth’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 		– Sell
-977
Closed -$510K – 89
2024
Q4 		$510K Buy
977
+12
+1% +$6.25K 0.22% 60
2024
Q3 		$474K Buy
965
+76
+9% +$35.4K 0.2% 61
2024
Q2 		$395K Buy
889
+72
+9% +$28.7K 0.19% 63
2024
Q1 		$326K Buy
+817
New +$309K 0.17% 64

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

StrongBox Wealth's ISRG Position: Q1 2025 in Review

StrongBox Wealth sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 977 shares — an estimated $510K sold.

StrongBox Wealth first reported a position in ISRG in Q1 2024 and held it in 4 quarters. The position peaked at $510K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • StrongBox Wealth reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • StrongBox Wealth sold 977 Intuitive Surgical shares in Q1 2025, an estimated $510K.
  • StrongBox Wealth first reported a position in Intuitive Surgical in Q1 2024 and held it in 4 quarters.
  • StrongBox Wealth's Intuitive Surgical position peaked at $510K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on StrongBox Wealth's 13F filing for Q1 2025, filed 13 May 2025.