Williams & Novak’s Intuitive Surgical ISRG Stock Holding History

Williams & Novak’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	-917	Closed	-$498K	–	147
2025 Q2	$498K	Buy	+917	New	+$479K	0.42%	63

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Williams & Novak's ISRG Position: Q3 2025 in Review

Williams & Novak sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 917 shares — an estimated $498K sold.

Williams & Novak first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $498K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Williams & Novak reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Williams & Novak sold 917 Intuitive Surgical shares in Q3 2025, an estimated $498K.
Williams & Novak first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
Williams & Novak's Intuitive Surgical position peaked at $498K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Williams & Novak's 13F filing for Q3 2025, filed 30 Oct 2025.