Tyler-Stone Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Tyler-Stone Wealth Management’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	$938K	Sell	1,726 -3	-0.2%	-$1.57K	0.15%	122
2025 Q1	$856K	Buy	1,729 +445	+35%	+$246K	0.15%	125
2024 Q4	$670K	Hold	1,284	–	–	0.12%	157
2024 Q3	$631K	Buy	1,284 +664	+107%	+$309K	0.12%	157
2024 Q2	$276K	Hold	620	–	–	0.11%	157
2024 Q1	$247K	Hold	620	–	–	0.11%	170
2023 Q4	$209K	Hold	620	–	–	0.1%	173
2023 Q3	$181K	Hold	620	–	–	0.1%	167
2023 Q2	$212K	Buy	+620	New	+$188K	0.12%	152
2022 Q4	$165K	Hold	620	–	–	0.11%	163
2022 Q3	$116K	Hold	620	–	–	0.09%	196
2022 Q2	$124K	Buy	620 +35	+6%	+$8.21K	0.08%	206
2022 Q1	$176K	Hold	585	–	–	0.1%	188
2021 Q4	$210K	Buy	+585	New	+$201K	0.11%	175

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Tyler-Stone Wealth Management's ISRG Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.17% in Q2 2025, selling an estimated $1.57K and leaving 1,726 shares worth $938K. The position accounts for 0.15% of the portfolio, ranked #122.

Tyler-Stone Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 14 quarters since. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Tyler-Stone Wealth Management held 1,726 shares of Intuitive Surgical worth $938K as of Q2 2025.
Tyler-Stone Wealth Management sold 3 Intuitive Surgical shares in Q2 2025, an estimated $1.57K.
Intuitive Surgical made up 0.15% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #122 holding.
Tyler-Stone Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 14 quarters since.
2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.