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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return