TFF
ISRG icon

The Family Firm’s Intuitive Surgical ISRG Stock Holding History

The Family Firm’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
-480
Closed -$238K – 134
2025
Q1 		$238K Sell
480
-33
-6% -$18.3K 0.05% 189
2024
Q4 		$268K Sell
513
-8
-2% -$4.17K 0.06% 176
2024
Q3 		$256K Buy
521
+94
+22% +$43.8K 0.06% 184
2024
Q2 		$190K Buy
+427
New +$170K 0.04% 204

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 $138M AUM 28.86% 1-Year Est. Return

The Family Firm's ISRG Position: Q2 2025 in Review

The Family Firm sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 480 shares — an estimated $238K sold.

The Family Firm first reported a position in ISRG in Q2 2024 and held it in 4 quarters. The position peaked at $268K in Q4 2024. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • The Family Firm reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 480 Intuitive Surgical shares in Q2 2025, an estimated $238K.
  • The Family Firm first reported a position in Intuitive Surgical in Q2 2024 and held it in 4 quarters.
  • The Family Firm's Intuitive Surgical position peaked at $268K in Q4 2024.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.