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Wealth High Governance Capital’s Intuitive Surgical ISRG Stock Holding History

Wealth High Governance Capital’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
-12,422
Closed -$6.48M – 40
2024
Q4 		$6.48M Buy
+12,422
New +$6.47M 2.33% 19
2024
Q3 		– Sell
-20,000
Closed -$8.9M – 54
2024
Q2 		$8.9M Buy
+20,000
New +$7.97M 2.21% 19

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

Wealth High Governance Capital's ISRG Position: Q1 2025 in Review

Wealth High Governance Capital sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 12,422 shares — an estimated $6.48M sold.

Wealth High Governance Capital first reported a position in ISRG in Q2 2024 and held it in 2 quarters. The position peaked at $8.9M in Q2 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Wealth High Governance Capital reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Wealth High Governance Capital sold 12,422 Intuitive Surgical shares in Q1 2025, an estimated $6.48M.
  • Wealth High Governance Capital first reported a position in Intuitive Surgical in Q2 2024 and held it in 2 quarters.
  • Wealth High Governance Capital's Intuitive Surgical position peaked at $8.9M in Q2 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Wealth High Governance Capital's 13F filing for Q1 2025, filed 15 May 2025.