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ISRG icon

SWS Partners’s Intuitive Surgical ISRG Stock Holding History

SWS Partners’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 		– Sell
-1,399
Closed -$760K – 123
2025
Q2 		$760K Buy
1,399
+55
+4% +$28.8K 0.21% 100
2025
Q1 		$666K Buy
1,344
+30
+2% +$16.6K 0.22% 93
2024
Q4 		$686K Sell
1,314
-926
-41% -$482K 0.21% 100
2024
Q3 		$1.1M Sell
2,240
-1,142
-34% -$532K 0.35% 85
2024
Q2 		$1.5M Buy
3,382
+41
+1% +$16.3K 0.45% 80
2024
Q1 		$1.33M Sell
3,341
-42
-1% -$15.9K 0.4% 80
2023
Q4 		$1.14M Sell
3,383
-54
-2% -$16.1K 0.37% 83
2023
Q3 		$1M Buy
3,437
+18
+0.5% +$5.62K 0.37% 85
2023
Q2 		$1.17M Sell
3,419
-39
-1% -$11.8K 0.42% 82
2023
Q1 		$883K Buy
+3,458
New +$852K 0.33% 91
2022
Q4 		– Sell
-4,900
Closed -$918K – 88
2022
Q3 		$918K Buy
4,900
+43
+0.9% +$9.23K 0.43% 82
2022
Q2 		$975K Buy
4,857
+16
+0.3% +$3.75K 0.82% 57
2022
Q1 		$1.46M Buy
4,841
+223
+5% +$65.1K 0.96% 56
2021
Q4 		$1.66M Sell
4,618
-2,027
-31% -$697K 0.94% 63
2021
Q3 		$2.2M Buy
6,645
+126
+2% +$42.3K 1.36% 29
2021
Q2 		$2M Buy
6,519
+126
+2% +$35.3K 1.3% 30
2021
Q1 		$1.57M Buy
6,393
+1,749
+38% +$440K 1.08% 45
2020
Q4 		$1.27M Buy
4,644
+489
+12% +$121K 0.56% 70
2020
Q3 		$983K Buy
4,155
+438
+12% +$98.3K 0.49% 69
2020
Q2 		$849K Buy
3,717
+393
+12% +$70.4K 1.08% 43
2020
Q1 		$549K Buy
+3,324
New +$609K 0.39% 72
2019
Q3 		$619K Sell
3,267
-357
-10% -$61.7K 0.37% 65
2019
Q2 		$648K Buy
+3,624
New +$621K 0.41% 65
2018
Q4 		$454K Buy
2,847
+57
+2% +$9.66K 0.34% 64
2018
Q3 		$534K Buy
2,790
+285
+11% +$50.6K 0.34% 63
2018
Q2 		$400K Buy
+2,505
New +$382K 0.28% 66

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SWS Partners's ISRG Position: Q3 2025 in Review

SWS Partners sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,399 shares — an estimated $760K sold.

SWS Partners first reported a position in ISRG in Q2 2018 and held it in 26 quarters. The position peaked at $2.2M in Q3 2021. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • SWS Partners reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • SWS Partners sold 1,399 Intuitive Surgical shares in Q3 2025, an estimated $760K.
  • SWS Partners first reported a position in Intuitive Surgical in Q2 2018 and held it in 26 quarters.
  • SWS Partners's Intuitive Surgical position peaked at $2.2M in Q3 2021.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on SWS Partners's 13F filing for Q3 2025, filed 16 Oct 2025.