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Van Hulzen Asset Management’s Intuitive Surgical ISRG Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-325
Closed -$170K – 688
2024
Q4 		$170K Buy
+325
New +$169K 0.01% 335

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

Van Hulzen Asset Management's ISRG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 325 shares — an estimated $170K sold.

Van Hulzen Asset Management first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $170K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 325 Intuitive Surgical shares in Q1 2025, an estimated $170K.
  • Van Hulzen Asset Management first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Intuitive Surgical position peaked at $170K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.