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World Equity Group’s Intuitive Surgical ISRG Stock Holding History

World Equity Group’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
Q1 		– Sell
-512
Closed -$267K – 331
2024
Q4 		$267K Buy
512
+95
+23% +$49.5K 0.06% 287
2024
Q3 		$205K Buy
+417
New +$194K 0.07% 250
2023
Q2 		– Sell
-40,552
Closed -$830K – 430
2023
Q1 		$830K Buy
+40,552
New +$9.99M 0.12% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

World Equity Group's ISRG Position: Q1 2025 in Review

World Equity Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 512 shares — an estimated $267K sold.

World Equity Group first reported a position in ISRG in Q1 2023 and held it in 3 quarters. The position peaked at $830K in Q1 2023. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • World Equity Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 512 Intuitive Surgical shares in Q1 2025, an estimated $267K.
  • World Equity Group first reported a position in Intuitive Surgical in Q1 2023 and held it in 3 quarters.
  • World Equity Group's Intuitive Surgical position peaked at $830K in Q1 2023.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.