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Virtus Investment Advisers’s Intuitive Surgical ISRG Stock Holding History

Virtus Investment 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
Q4 		– Sell
-3,712
Closed -$1.66M – 511
2025
Q3 		$1.66M Buy
3,712
+1,020
+38% +$489K 0.48% 115
2025
Q2 		$1.46M Buy
2,692
+215
+9% +$112K 0.49% 87
2025
Q1 		$1.23M Buy
+2,477
New +$1.37M 0.33% 105
2018
Q1 		– Sell
-6,474
Closed -$788K – 228
2017
Q4 		$788K Sell
6,474
-528
-8% -$66.1K 0.09% 235
2017
Q3 		$813K Sell
7,002
-648
-8% -$70.6K 0.09% 248
2017
Q2 		$795K Sell
7,650
-2,313
-23% -$222K 0.08% 252
2017
Q1 		$848K Sell
9,963
-666
-6% -$52.6K 0.08% 266
2016
Q4 		$749K Sell
10,629
-9,999
-48% -$735K 0.06% 309
2016
Q3 		$1.66M Buy
+20,628
New +$1.58M 0.11% 238

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Virtus Investment Advisers's ISRG Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 3,712 shares — an estimated $1.66M sold.

Virtus Investment Advisers first reported a position in ISRG in Q3 2016 and held it in 9 quarters. The position peaked at $1.66M in Q3 2016. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Virtus Investment Advisers reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,712 Intuitive Surgical shares in Q4 2025, an estimated $1.66M.
  • Virtus Investment Advisers first reported a position in Intuitive Surgical in Q3 2016 and held it in 9 quarters.
  • Virtus Investment Advisers's Intuitive Surgical position peaked at $1.66M in Q3 2016.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.