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Andreas Halvorsen’s Intuitive Surgical ISRG Stock Holding History

Andreas Halvorsen’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
2024
Q3 		– Sell
-337,893
Closed -$150M – 96
2024
Q2 		$150M Sell
337,893
-433,944
-56% -$173M 0.58% 44
2024
Q1 		$308M Sell
771,837
-159,647
-17% -$60.3M 1.15% 30
2023
Q4 		$314M Buy
931,484
+290,501
+45% +$86.6M 1.15% 31
2023
Q3 		$187M Buy
+640,983
New +$200M 0.76% 37
2013
Q4 		– Sell
-1,893,834
Closed -$79.2M – 74
2013
Q3 		$79.2M Sell
1,893,834
-13,487,643
-88% -$596M 0.44% 42
2013
Q2 		$865M Buy
+15,381,477
New +$847M 4.81% 4

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Andreas Halvorsen's ISRG Position: Q3 2024 in Review

Andreas Halvorsen sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 337,893 shares — an estimated $150M sold.

Andreas Halvorsen first reported a position in ISRG in Q2 2013 and held it in 6 quarters. The position peaked at $865M in Q2 2013. 1,953 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Andreas Halvorsen reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Andreas Halvorsen sold 337,893 Intuitive Surgical shares in Q3 2024, an estimated $150M.
  • Andreas Halvorsen first reported a position in Intuitive Surgical in Q2 2013 and held it in 6 quarters.
  • Andreas Halvorsen's Intuitive Surgical position peaked at $865M in Q2 2013.
  • 1,953 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Viking Global Investors's 13F filing for Q3 2024, filed 14 Nov 2024.