Avidity Partners Management’s Intuitive Surgical ISRG Stock Holding History

Avidity Partners 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	-27,100	Closed	-$14.7M	–	52
2025 Q2	$14.7M	Buy	+27,100	New	+$14.2M	2.93%	10
2025 Q1	–	Sell	-64,800	Closed	-$33.8M	–	77
2024 Q4	$33.8M	Sell	64,800 -83,400	-56%	-$43.4M	3.32%	6
2024 Q3	$72.8M	Sell	148,200 -96,800	-40%	-$45.1M	3.71%	3
2024 Q2	$109M	Buy	245,000 +19,000	+8%	+$7.57M	4.63%	1
2024 Q1	$90.2M	Buy	226,000 +141,000	+166%	+$53.3M	2.91%	5
2023 Q4	$28.7M	Buy	+85,000	New	+$25.3M	1.05%	43
2022 Q2	–	Sell	-325,000	Closed	-$98M	–	91
2022 Q1	$98M	Buy	+325,000	New	+$94.9M	2.04%	19
2021 Q2	–	Sell	-418,200	Closed	-$103M	–	132
2021 Q1	$103M	Buy	+418,200	New	+$105M	2.85%	6

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

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

Avidity Partners Management's ISRG Position: Q3 2025 in Review

Avidity Partners Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 27,100 shares — an estimated $14.7M sold.

Avidity Partners Management first reported a position in ISRG in Q1 2021 and held it in 8 quarters. The position peaked at $109M in Q2 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Avidity Partners Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Avidity Partners Management sold 27,100 Intuitive Surgical shares in Q3 2025, an estimated $14.7M.
Avidity Partners Management first reported a position in Intuitive Surgical in Q1 2021 and held it in 8 quarters.
Avidity Partners Management's Intuitive Surgical position peaked at $109M in Q2 2024.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Avidity Partners Management's 13F filing for Q3 2025, filed 14 Nov 2025.