Virtus ETF Advisers’s Intuitive Surgical ISRG Stock Holding History

Virtus ETF Advisers’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	-2,258	Closed	-$1.18M	–	609
2024 Q4	$1.18M	Buy	2,258 +252	+13%	+$131K	0.48%	49
2024 Q3	$985K	Sell	2,006 -247	-11%	-$115K	0.46%	46
2024 Q2	$1M	Buy	2,253 +211	+10%	+$84K	0.49%	33
2024 Q1	$815K	Sell	2,042 -100	-5%	-$37.8K	0.43%	80
2023 Q4	$723K	Sell	2,142 -76	-3%	-$22.7K	0.46%	43
2023 Q3	$648K	Sell	2,218 -384	-15%	-$120K	0.39%	125
2023 Q2	$890K	Buy	+2,602	New	+$787K	0.53%	36
2022 Q3	–	Sell	-2,553	Closed	-$512K	–	457
2022 Q2	$512K	Buy	+2,553	New	+$599K	0.19%	224
2020 Q3	–	Sell	-183	Closed	-$35K	–	376
2020 Q2	$35K	Hold	183	–	–	0.02%	349
2020 Q1	$30K	Buy	183 +24	+15%	+$4.4K	0.01%	311
2019 Q4	$31K	Buy	+159	New	+$29.8K	0.01%	321
2019 Q2	–	Sell	-96	Closed	-$18K	–	441
2019 Q1	$18K	Hold	96	–	–	0.04%	132
2018 Q4	$15K	Buy	+96	New	+$16.3K	﹤0.01%	261

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

Virtus ETF Advisers's ISRG Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 2,258 shares — an estimated $1.18M sold.

Virtus ETF Advisers first reported a position in ISRG in Q4 2018 and held it in 13 quarters. The position peaked at $1.18M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Virtus ETF Advisers reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Virtus ETF Advisers sold 2,258 Intuitive Surgical shares in Q1 2025, an estimated $1.18M.
Virtus ETF Advisers first reported a position in Intuitive Surgical in Q4 2018 and held it in 13 quarters.
Virtus ETF Advisers's Intuitive Surgical position peaked at $1.18M in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.