Weik Capital Management’s Intuitive Surgical ISRG Stock Holding History

Weik Capital Management’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 Q3	–	Sell	-412	Closed	-$224K	–	94
2025 Q2	$224K	Buy	+412	New	+$215K	0.09%	90
2025 Q1	–	Sell	-450	Closed	-$235K	–	93
2024 Q4	$235K	Hold	450	–	–	0.1%	89
2024 Q3	$221K	Hold	450	–	–	0.09%	91
2024 Q2	$200K	Buy	+450	New	+$179K	0.09%	92
2020 Q2	–	Sell	-1,920	Closed	-$317K	–	109
2020 Q1	$317K	Hold	1,920	–	–	0.18%	87
2019 Q4	$378K	Sell	1,920 -525	-21%	-$98.3K	0.17%	91
2019 Q3	$440K	Sell	2,445 -90	-4%	-$15.6K	0.21%	81
2019 Q2	$443K	Sell	2,535 -1,500	-37%	-$257K	0.21%	83
2019 Q1	$767K	Sell	4,035 -300	-7%	-$53.3K	0.37%	61
2018 Q4	$692K	Hold	4,335	–	–	0.38%	60
2018 Q3	$829K	Hold	4,335	–	–	0.4%	57
2018 Q2	$691K	Buy	4,335 +240	+6%	+$36.6K	0.34%	67
2018 Q1	$564K	Buy	4,095 +615	+18%	+$85.8K	0.27%	76
2017 Q4	$423K	Buy	+3,480	New	+$436K	0.2%	89

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Weik Capital Management's ISRG Position: Q3 2025 in Review

Weik Capital Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 412 shares — an estimated $224K sold.

Weik Capital Management first reported a position in ISRG in Q4 2017 and held it in 14 quarters. The position peaked at $829K in Q3 2018. 2,111 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Weik Capital Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Weik Capital Management sold 412 Intuitive Surgical shares in Q3 2025, an estimated $224K.
Weik Capital Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 14 quarters.
Weik Capital Management's Intuitive Surgical position peaked at $829K in Q3 2018.
2,111 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Weik Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.