DIP
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Davis Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Davis Investment Partners’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
-427
Closed -$230K – 162
2025
Q2 		$230K Hold
427
– – 0.08% 152
2025
Q1 		$209K Hold
427
– – 0.09% 139
2024
Q4 		$234K Sell
427
-29
-6% -$15.1K 0.1% 112
2024
Q3 		$222K Sell
456
-79
-15% -$36.8K 0.09% 114
2024
Q2 		$238K Buy
+535
New +$213K 0.1% 104

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Davis Investment Partners's ISRG Position: Q3 2025 in Review

Davis Investment Partners sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 427 shares — an estimated $230K sold.

Davis Investment Partners first reported a position in ISRG in Q2 2024 and held it in 5 quarters. The position peaked at $238K in Q2 2024. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

  • Davis Investment Partners reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
  • Davis Investment Partners sold 427 Intuitive Surgical shares in Q3 2025, an estimated $230K.
  • Davis Investment Partners first reported a position in Intuitive Surgical in Q2 2024 and held it in 5 quarters.
  • Davis Investment Partners's Intuitive Surgical position peaked at $238K in Q2 2024.
  • 2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Davis Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.