EIP
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Epoch Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Epoch 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
2024
Q4 		– Sell
-1,046
Closed -$514K – 338
2024
Q3 		$514K Buy
1,046
+10
+1% +$4.66K ﹤0.01% 336
2024
Q2 		$461K Buy
1,036
+69
+7% +$27.5K ﹤0.01% 350
2024
Q1 		$386K Sell
967
-222,601
-100% -$84.1M ﹤0.01% 380
2023
Q4 		$75.4M Buy
+223,568
New +$66.6M 0.34% 97
2023
Q1 		– Sell
-91,422
Closed -$24.3M – 441
2022
Q4 		$24.3M Buy
91,422
+8,289
+10% +$2.02M 0.14% 189
2022
Q3 		$15.6M Buy
83,133
+1,115
+1% +$239K 0.1% 210
2022
Q2 		$16.5M Buy
82,018
+541
+0.7% +$127K 0.1% 217
2022
Q1 		$24.6M Buy
81,477
+13,094
+19% +$3.83M 0.12% 197
2021
Q4 		$24.6M Sell
68,383
-14,135
-17% -$4.86M 0.12% 192
2021
Q3 		$27.3M Buy
82,518
+1,761
+2% +$591K 0.15% 177
2021
Q2 		$24.8M Buy
80,757
+915
+1% +$257K 0.13% 187
2021
Q1 		$19.7M Buy
79,842
+2,112
+3% +$531K 0.09% 197
2020
Q4 		$21.2M Sell
77,730
-24,573
-24% -$6.1M 0.1% 177
2020
Q3 		$24.2M Buy
102,303
+4,728
+5% +$1.06M 0.12% 159
2020
Q2 		$18.5M Buy
97,575
+5,859
+6% +$1.05M 0.1% 173
2020
Q1 		$15.1M Buy
91,716
+42,543
+87% +$7.79M 0.09% 176
2019
Q4 		$9.69M Buy
49,173
+28,953
+143% +$5.42M 0.04% 223
2019
Q3 		$3.64M Sell
20,220
-90
-0.4% -$15.6K 0.02% 242
2019
Q2 		$3.55M Buy
20,310
+990
+5% +$170K 0.02% 246
2019
Q1 		$3.67M Buy
+19,320
New +$3.43M 0.02% 264

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

Epoch Investment Partners's ISRG Position: Q4 2024 in Review

Epoch Investment Partners sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 1,046 shares — an estimated $514K sold.

Epoch Investment Partners first reported a position in ISRG in Q1 2019 and held it in 20 quarters. The position peaked at $75.4M in Q4 2023. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Epoch Investment Partners reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 1,046 Intuitive Surgical shares in Q4 2024, an estimated $514K.
  • Epoch Investment Partners first reported a position in Intuitive Surgical in Q1 2019 and held it in 20 quarters.
  • Epoch Investment Partners's Intuitive Surgical position peaked at $75.4M in Q4 2023.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.