TB Alternative Assets’s Intuitive Surgical ISRG Stock Holding History

TB Alternative Assets’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	-2,574	Closed	-$1.34M	–	52
2024 Q4	$1.34M	Sell	2,574 -146	-5%	-$76K	0.35%	35
2024 Q3	$1.34M	Hold	2,720	–	–	0.32%	31
2024 Q2	$1.21M	Buy	+2,720	New	+$1.08M	0.28%	31
2018 Q2	–	Sell	-1,500	Closed	-$206K	–	23
2018 Q1	$206K	Buy	+1,500	New	+$209K	0.09%	21

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TB Alternative Assets's ISRG Position: Q1 2025 in Review

TB Alternative Assets sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 2,574 shares — an estimated $1.34M sold.

TB Alternative Assets first reported a position in ISRG in Q1 2018 and held it in 4 quarters. The position peaked at $1.34M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

TB Alternative Assets reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
TB Alternative Assets sold 2,574 Intuitive Surgical shares in Q1 2025, an estimated $1.34M.
TB Alternative Assets first reported a position in Intuitive Surgical in Q1 2018 and held it in 4 quarters.
TB Alternative Assets's Intuitive Surgical position peaked at $1.34M in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on TB Alternative Assets's 13F filing for Q1 2025, filed 14 Apr 2025.