Woodley Farra Manion Portfolio Management’s Intuitive Surgical ISRG Stock Holding History

Woodley Farra Manion Portfolio 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 Q2	–	Sell	-511	Closed	-$253K	–	118
2025 Q1	$253K	Buy	511 +21	+4%	+$11.6K	0.01%	97
2024 Q4	$256K	Sell	490 -20	-4%	-$10.4K	0.01%	92
2024 Q3	$251K	Hold	510	–	–	0.01%	90
2024 Q2	$227K	Sell	510 -89	-15%	-$35.4K	0.01%	91
2024 Q1	$239K	Sell	599 -100	-14%	-$37.8K	0.01%	93
2023 Q4	$236K	Sell	699 -140	-17%	-$41.7K	0.01%	89
2023 Q3	$245K	Hold	839	–	–	0.02%	89
2023 Q2	$287K	Buy	+839	New	+$254K	0.02%	84
2020 Q3	–	Sell	-525	Closed	-$100K	–	240
2020 Q2	$100K	Hold	525	–	–	0.01%	116
2020 Q1	$87K	Buy	525 +45	+9%	+$8.24K	0.01%	124
2019 Q4	$95K	Buy	+480	New	+$89.9K	0.01%	139

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's ISRG Position: Q2 2025 in Review

Woodley Farra Manion Portfolio Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 511 shares — an estimated $253K sold.

Woodley Farra Manion Portfolio Management first reported a position in ISRG in Q4 2019 and held it in 11 quarters. The position peaked at $287K in Q2 2023. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

Woodley Farra Manion Portfolio Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 511 Intuitive Surgical shares in Q2 2025, an estimated $253K.
Woodley Farra Manion Portfolio Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 11 quarters.
Woodley Farra Manion Portfolio Management's Intuitive Surgical position peaked at $287K in Q2 2023.
2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2025, filed 8 Aug 2025.