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Westover Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Westover Capital 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
Q3 		– Sell
-379
Closed -$206K – 230
2025
Q2 		$206K Buy
+379
New +$198K 0.04% 221

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Westover Capital Advisors's ISRG Position: Q3 2025 in Review

Westover Capital Advisors sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 379 shares — an estimated $206K sold.

Westover Capital Advisors first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Westover Capital Advisors reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 379 Intuitive Surgical shares in Q3 2025, an estimated $206K.
  • Westover Capital Advisors first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
  • Westover Capital Advisors's Intuitive Surgical position peaked at $206K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.