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CCM
Chilton Capital Management’s
Intuitive Surgical
ISRG
Stock Holding History
Chilton 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
2026
Q1
$57.2K
Sell
124
-9
-7%
-$4.55K
﹤0.01%
316
2025
Q4
$75.3K
Sell
133
-88
-40%
-$46.8K
﹤0.01%
313
2025
Q3
$98.8K
Sell
221
-106
-32%
-$50.9K
﹤0.01%
299
2025
Q2
$178K
Buy
327
+277
+554%
+$145K
0.01%
236
2025
Q1
$24.8K
Buy
50
+43
+614%
+$23.8K
﹤0.01%
386
2024
Q4
$3.65K
Sell
7
-107
-94%
-$55.7K
﹤0.01%
502
2024
Q3
$56K
Sell
114
-61
-35%
-$28.4K
﹤0.01%
342
2024
Q2
$77.8K
Buy
175
+10
+6%
+$3.98K
﹤0.01%
309
2024
Q1
$65.8K
Sell
165
-232
-58%
-$87.7K
﹤0.01%
326
2023
Q4
$134K
Buy
397
+15
+4%
+$4.47K
0.01%
267
2023
Q3
$112K
Hold
382
–
–
0.01%
258
2023
Q2
$131K
Hold
382
–
–
0.01%
256
2023
Q1
$97.6K
Buy
+382
New
+$94.1K
0.01%
277
2014
Q1
–
Sell
-36
Closed
-$1.54K
–
224
2013
Q4
$1.54K
Hold
36
–
–
﹤0.01%
370
2013
Q3
$1.5K
Hold
36
–
–
﹤0.01%
373
2013
Q2
$2K
Buy
+36
New
+$1.98K
﹤0.01%
373
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$865B AUM
30.76%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
VPM
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$1.91T AUM
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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