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Barometer Capital Management’s Intuitive Surgical ISRG Stock Holding History

Barometer Capital 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
Q1 		– Sell
-480
Closed -$214K – 157
2024
Q4 		$214K Buy
+480
New +$250K 0.09% 101
2024
Q3 		– Sell
-480
Closed -$214K – 184
2024
Q2 		$214K Buy
+480
New +$191K 0.08% 106
2018
Q4 		– Sell
-41,100
Closed -$7.86M – 146
2018
Q3 		$7.86M Buy
41,100
+11,400
+38% +$2.02M 0.61% 53
2018
Q2 		$4.74M Buy
29,700
+26,400
+800% +$4.03M 0.4% 97
2018
Q1 		$454K Buy
+3,300
New +$461K 0.04% 127
2015
Q1 		– Sell
-76,500
Closed -$4.5M – 145
2014
Q4 		$4.5M Buy
+76,500
New +$4.26M 0.4% 44

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
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

Barometer Capital Management's ISRG Position: Q1 2025 in Review

Barometer Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 480 shares — an estimated $214K sold.

Barometer Capital Management first reported a position in ISRG in Q4 2014 and held it in 6 quarters. The position peaked at $7.86M in Q3 2018. 2,194 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Barometer Capital Management reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Barometer Capital Management sold 480 Intuitive Surgical shares in Q1 2025, an estimated $214K.
  • Barometer Capital Management first reported a position in Intuitive Surgical in Q4 2014 and held it in 6 quarters.
  • Barometer Capital Management's Intuitive Surgical position peaked at $7.86M in Q3 2018.
  • 2,194 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Barometer Capital Management's 13F filing for Q1 2025, filed 14 May 2025.