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Trust Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Trust Investment Advisors’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
-458
Closed -$239K – 130
2024
Q4 		$239K Sell
458
-29
-6% -$15.1K 0.15% 87
2024
Q3 		$239K Buy
487
+4
+0.8% +$1.86K 0.15% 96
2024
Q2 		$215K Buy
+483
New +$192K 0.14% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Trust Investment Advisors's ISRG Position: Q1 2025 in Review

Trust Investment Advisors sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 458 shares — an estimated $239K sold.

Trust Investment Advisors first reported a position in ISRG in Q2 2024 and held it in 3 quarters. The position peaked at $239K in Q3 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Trust Investment Advisors reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 458 Intuitive Surgical shares in Q1 2025, an estimated $239K.
  • Trust Investment Advisors first reported a position in Intuitive Surgical in Q2 2024 and held it in 3 quarters.
  • Trust Investment Advisors's Intuitive Surgical position peaked at $239K in Q3 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.