BOLTON SECURITIES CORPORATION’s Intuitive Surgical ISRG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$3.48M	Buy	+7,032	New	+$3.89M	0.2%	126

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 $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ISRG Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Intuitive Surgical (ISRG) in Q1 2025: 7,032 shares worth $3.48M. The stake represents 0.2% of the portfolio and ranks #126 among its holdings.

2,199 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

BOLTON SECURITIES CORPORATION held 7,032 shares of Intuitive Surgical worth $3.48M as of Q1 2025.
Intuitive Surgical was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Intuitive Surgical made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #126 holding.
2,199 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.