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Wambolt & Associates’s Intuitive Surgical ISRG Stock Holding History

Wambolt & Associates’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 		$323K Sell
600
-52
-8% -$27.2K 0.11% 141
2025
Q1 		$324K Sell
652
-94
-13% -$52K 0.11% 141
2024
Q4 		$389K Buy
746
+4
+0.5% +$2.08K 0.12% 133
2024
Q3 		$360K Sell
742
-245
-25% -$114K 0.1% 145
2024
Q2 		$431K Sell
987
-90
-8% -$35.8K 0.13% 136
2024
Q1 		$425K Sell
1,077
-533
-33% -$201K 0.13% 152
2023
Q4 		$543K Sell
1,610
-663
-29% -$198K 0.18% 154
2023
Q3 		$670K Sell
2,273
-177
-7% -$55.3K 0.24% 134
2023
Q2 		$838K Sell
2,450
-261
-10% -$79K 0.3% 119
2023
Q1 		$687K Sell
2,711
-71
-3% -$17.5K 0.24% 133
2022
Q4 		$738K Sell
2,782
-12
-0.4% -$2.93K 0.28% 120
2022
Q3 		$524K Buy
2,794
+58
+2% +$12.5K 0.22% 137
2022
Q2 		$549K Buy
2,736
+630
+30% +$148K 0.22% 136
2022
Q1 		$643K Buy
2,106
+211
+11% +$61.6K 0.23% 133
2021
Q4 		$681K Buy
1,895
+446
+31% +$153K 0.25% 125
2021
Q3 		$488K Buy
1,449
+96
+7% +$32.2K 0.2% 148
2021
Q2 		$418K Sell
1,353
-33
-2% -$9.26K 0.18% 159
2021
Q1 		$345K Hold
1,386
– – 0.18% 161
2020
Q4 		$378K Buy
1,386
+60
+5% +$14.9K 0.23% 147
2020
Q3 		$314K Sell
1,326
-207
-14% -$46.5K 0.23% 147
2020
Q2 		$291K Buy
+1,533
New +$275K 0.23% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Wambolt & Associates's ISRG Position: Q2 2025 in Review

Wambolt & Associates reduced its Intuitive Surgical (ISRG) stake by 8% in Q2 2025, selling an estimated $27.2K and leaving 600 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #141.

Wambolt & Associates first reported a position in ISRG in Q2 2020 and has held it in 21 quarters since. The position peaked at $838K in Q2 2023. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Wambolt & Associates held 600 shares of Intuitive Surgical worth $323K as of Q2 2025.
  • Wambolt & Associates sold 52 Intuitive Surgical shares in Q2 2025, an estimated $27.2K.
  • Intuitive Surgical made up 0.11% of Wambolt & Associates's portfolio in Q2 2025, its #141 holding.
  • Wambolt & Associates first reported a position in Intuitive Surgical in Q2 2020 and has held it in 21 quarters since.
  • Wambolt & Associates's Intuitive Surgical position peaked at $838K in Q2 2023.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.