Advisory Research’s Intuitive Surgical ISRG Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,333	Closed	-$390K	–	398
2023 Q3	$390K	Buy	1,333 +84	+7%	+$26.2K	0.05%	320
2023 Q2	$427K	Buy	+1,249	New	+$378K	0.05%	311
2017 Q3	–	Sell	-12,924	Closed	-$1.34M	–	453
2017 Q2	$1.34M	Sell	12,924 -2,250	-15%	-$216K	0.02%	280
2017 Q1	$1.29M	Buy	+15,174	New	+$1.2M	0.02%	303
2014 Q2	–	Sell	-1,404	Closed	-$68K	–	497
2014 Q1	$68K	Buy	+1,404	New	+$66.1K	﹤0.01%	616

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

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's ISRG Position: Q4 2023 in Review

Advisory Research sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 1,333 shares — an estimated $390K sold.

Advisory Research first reported a position in ISRG in Q1 2014 and held it in 5 quarters. The position peaked at $1.34M in Q2 2017. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Advisory Research reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,333 Intuitive Surgical shares in Q4 2023, an estimated $390K.
Advisory Research first reported a position in Intuitive Surgical in Q1 2014 and held it in 5 quarters.
Advisory Research's Intuitive Surgical position peaked at $1.34M in Q2 2017.
1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.