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DSM Capital Partners’s Intuitive Surgical ISRG Stock Holding History

DSM Capital 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
2024
Q4 		– Sell
-249
Closed -$122K – 70
2024
Q3 		$122K Hold
249
– – ﹤0.01% 45
2024
Q2 		$111K Hold
249
– – ﹤0.01% 43
2024
Q1 		$99.4K Hold
249
– – ﹤0.01% 50
2023
Q4 		$84K Buy
+249
New +$74.2K ﹤0.01% 48
2020
Q2 		– Sell
-3,000
Closed -$495K – 53
2020
Q1 		$495K Buy
+3,000
New +$549K 0.01% 38
2017
Q4 		– Sell
-112,932
Closed -$13.1M – 42
2017
Q3 		$13.1M Sell
112,932
-3,294
-3% -$359K 0.19% 34
2017
Q2 		$12.1M Sell
116,226
-78,903
-40% -$7.58M 0.18% 32
2017
Q1 		$16.6M Sell
195,129
-58,923
-23% -$4.65M 0.27% 31
2016
Q4 		$17.9M Sell
254,052
-21,564
-8% -$1.59M 0.31% 30
2016
Q3 		$22.2M Sell
275,616
-104,382
-27% -$7.99M 0.36% 31
2016
Q2 		$27.9M Sell
379,998
-2,228,148
-85% -$157M 0.48% 31
2016
Q1 		$174M Sell
2,608,146
-20,520
-0.8% -$1.27M 2.86% 17
2015
Q4 		$160M Buy
2,628,666
+828,180
+46% +$46.5M 2.5% 19
2015
Q3 		$91.9M Buy
+1,800,486
New +$102M 1.71% 27
2014
Q2 		– Sell
-3,002,994
Closed -$146M – 81
2014
Q1 		$146M Buy
3,002,994
+171,054
+6% +$8.06M 3.05% 16
2013
Q4 		$121M Sell
2,831,940
-74,889
-3% -$3.15M 2.42% 23
2013
Q3 		$122M Sell
2,906,829
-421,164
-13% -$18.6M 2.75% 20
2013
Q2 		$187M Buy
+3,327,993
New +$183M 4.65% 3

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

DSM Capital Partners's ISRG Position: Q4 2024 in Review

DSM Capital Partners sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 249 shares — an estimated $122K sold.

DSM Capital Partners first reported a position in ISRG in Q2 2013 and held it in 18 quarters. The position peaked at $187M in Q2 2013. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • DSM Capital Partners reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • DSM Capital Partners sold 249 Intuitive Surgical shares in Q4 2024, an estimated $122K.
  • DSM Capital Partners first reported a position in Intuitive Surgical in Q2 2013 and held it in 18 quarters.
  • DSM Capital Partners's Intuitive Surgical position peaked at $187M in Q2 2013.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on DSM Capital Partners's 13F filing for Q4 2024, filed 31 Jan 2025.