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Trivant Custom Portfolio Group’s Intuitive Surgical ISRG Stock Holding History

Trivant Custom Portfolio Group’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
-10
Closed -$4.95K – 150
2025
Q1 		$4.95K Buy
+10
New +$5.53K ﹤0.01% 169

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

Trivant Custom Portfolio Group's ISRG Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 10 shares — an estimated $4.95K sold.

Trivant Custom Portfolio Group first reported a position in ISRG in Q1 2025 and held it in 1 quarter. The position peaked at $4.95K in Q1 2025. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 10 Intuitive Surgical shares in Q2 2025, an estimated $4.95K.
  • Trivant Custom Portfolio Group first reported a position in Intuitive Surgical in Q1 2025 and held it in 1 quarter.
  • Trivant Custom Portfolio Group's Intuitive Surgical position peaked at $4.95K in Q1 2025.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.