Warren Street Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Warren Street Wealth Advisors’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	-518	Closed	-$232K	–	140
2025 Q3	$232K	Sell	518 -35	-6%	-$16.8K	0.07%	129
2025 Q2	$301K	Buy	553 +93	+20%	+$48.6K	0.1%	91
2025 Q1	$228K	Sell	460 -7	-1%	-$3.87K	0.09%	97
2024 Q4	$244K	Buy	467 +10	+2%	+$5.21K	0.1%	87
2024 Q3	$225K	Buy	+457	New	+$213K	0.09%	93

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Warren Street Wealth Advisors's ISRG Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 518 shares — an estimated $232K sold.

Warren Street Wealth Advisors first reported a position in ISRG in Q3 2024 and held it in 5 quarters. The position peaked at $301K in Q2 2025. 2,413 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

Warren Street Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
Warren Street Wealth Advisors sold 518 Intuitive Surgical shares in Q4 2025, an estimated $232K.
Warren Street Wealth Advisors first reported a position in Intuitive Surgical in Q3 2024 and held it in 5 quarters.
Warren Street Wealth Advisors's Intuitive Surgical position peaked at $301K in Q2 2025.
2,413 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.