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Western Financial Corp’s Intuitive Surgical ISRG Stock Holding History

Western Financial Corp’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
-1,607
Closed -$719K – 119
2025
Q3 		$719K Sell
1,607
-1,399
-47% -$671K 0.31% 78
2025
Q2 		$1.63M Sell
3,006
-21
-0.7% -$11K 0.88% 31
2025
Q1 		$1.5M Buy
3,027
+226
+8% +$125K 0.87% 30
2024
Q4 		$1.46M Buy
2,801
+234
+9% +$122K 0.8% 32
2024
Q3 		$1.26M Buy
+2,567
New +$1.2M 0.72% 38
2022
Q2 		– Sell
-2,395
Closed -$723K – 98
2022
Q1 		$723K Sell
2,395
-2,227
-48% -$651K 0.42% 52
2021
Q4 		$1.66M Buy
4,622
+635
+16% +$218K 0.87% 18
2021
Q3 		$1.32M Sell
3,987
-276
-6% -$92.7K 0.78% 17
2021
Q2 		$1.31M Buy
4,263
+204
+5% +$57.2K 0.71% 16
2021
Q1 		$1M Buy
4,059
+465
+13% +$117K 0.61% 23
2020
Q4 		$980K Buy
+3,594
New +$892K 0.64% 18

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Western Financial Corp's ISRG Position: Q4 2025 in Review

Western Financial Corp sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 1,607 shares — an estimated $719K sold.

Western Financial Corp first reported a position in ISRG in Q4 2020 and held it in 11 quarters. The position peaked at $1.66M in Q4 2021. 2,412 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Western Financial Corp reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Western Financial Corp sold 1,607 Intuitive Surgical shares in Q4 2025, an estimated $719K.
  • Western Financial Corp first reported a position in Intuitive Surgical in Q4 2020 and held it in 11 quarters.
  • Western Financial Corp's Intuitive Surgical position peaked at $1.66M in Q4 2021.
  • 2,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.