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Whitaker-Myers Wealth Managers’s Intuitive Surgical ISRG Stock Holding History

Whitaker-Myers Wealth Managers’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
-1,141
Closed -$620K – 128
2025
Q2 		$620K Buy
+1,141
New +$597K 0.16% 67
2024
Q4 		– Sell
-965
Closed -$474K – 132
2024
Q3 		$474K Buy
965
+51
+6% +$23.7K 0.16% 61
2024
Q2 		$407K Buy
914
+54
+6% +$21.5K 0.15% 65
2024
Q1 		$343K Buy
+860
New +$325K 0.14% 67

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Whitaker-Myers Wealth Managers's ISRG Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 1,141 shares — an estimated $620K sold.

Whitaker-Myers Wealth Managers first reported a position in ISRG in Q1 2024 and held it in 4 quarters. The position peaked at $620K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 1,141 Intuitive Surgical shares in Q3 2025, an estimated $620K.
  • Whitaker-Myers Wealth Managers first reported a position in Intuitive Surgical in Q1 2024 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's Intuitive Surgical position peaked at $620K in Q2 2025.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.