Transform Wealth’s Intuitive Surgical ISRG Stock Holding History

Transform 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	$3.42M	Sell	6,900 -1,305	-16%	-$722K	0.21%	86
2024 Q4	$4.28M	Buy	8,205 +3,199	+64%	+$1.67M	0.24%	85
2024 Q3	$2.46M	Sell	5,006 -105	-2%	-$48.9K	0.16%	93
2024 Q2	$2.27M	Sell	5,111 -47	-0.9%	-$18.7K	0.17%	92
2024 Q1	$2.06M	Sell	5,158 -5,566	-52%	-$2.1M	0.2%	98
2023 Q4	$3.62M	Sell	10,724 -1,598	-13%	-$476K	0.35%	85
2023 Q3	$3.6M	Sell	12,322 -11,825	-49%	-$3.69M	0.38%	81
2023 Q2	$8.26M	Buy	24,147 +183	+0.8%	+$55.4K	0.74%	40
2023 Q1	$6.12M	Buy	23,964 +11,877	+98%	+$2.93M	0.58%	63
2022 Q4	$3.21M	Buy	+12,087	New	+$2.95M	0.36%	78
2017 Q1	–	Sell	-8,055	Closed	-$568K	–	220
2016 Q4	$568K	Buy	8,055 +1,845	+30%	+$136K	0.23%	141
2016 Q3	$500K	Sell	6,210 -1,845	-23%	-$141K	0.21%	132
2016 Q2	$592K	Buy	+8,055	New	+$567K	0.25%	125

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

Transform Wealth's ISRG Position: Q1 2025 in Review

Transform Wealth reduced its Intuitive Surgical (ISRG) stake by 16% in Q1 2025, selling an estimated $722K and leaving 6,900 shares worth $3.42M. The position accounts for 0.21% of the portfolio, ranked #86.

Transform Wealth first reported a position in ISRG in Q2 2016 and has held it in 13 quarters since. The position peaked at $8.26M in Q2 2023. 2,191 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Transform Wealth held 6,900 shares of Intuitive Surgical worth $3.42M as of Q1 2025.
Transform Wealth sold 1,305 Intuitive Surgical shares in Q1 2025, an estimated $722K.
Intuitive Surgical made up 0.21% of Transform Wealth's portfolio in Q1 2025, its #86 holding.
Transform Wealth first reported a position in Intuitive Surgical in Q2 2016 and has held it in 13 quarters since.
Transform Wealth's Intuitive Surgical position peaked at $8.26M in Q2 2023.
2,191 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.