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Allen Investment Management’s Intuitive Surgical ISRG Stock Holding History

Allen Investment 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
Q3 		– Sell
-53,483
Closed -$29.1M – 207
2025
Q2 		$29.1M Buy
53,483
+28,005
+110% +$14.6M 0.32% 55
2025
Q1 		$12.6M Buy
+25,478
New +$14.1M 0.15% 70

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allen Investment Management's ISRG Position: Q3 2025 in Review

Allen Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 53,483 shares — an estimated $29.1M sold.

Allen Investment Management first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $29.1M in Q2 2025. 2,117 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Allen Investment Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Allen Investment Management sold 53,483 Intuitive Surgical shares in Q3 2025, an estimated $29.1M.
  • Allen Investment Management first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Allen Investment Management's Intuitive Surgical position peaked at $29.1M in Q2 2025.
  • 2,117 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Allen Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.