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Ewing Morris & Co Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Ewing Morris & Co 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
Q1 		– Sell
-870
Closed -$454K – 108
2024
Q4 		$454K Buy
+870
New +$453K 0.16% 77

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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

Ewing Morris & Co Investment Partners's ISRG Position: Q1 2025 in Review

Ewing Morris & Co Investment Partners sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 870 shares — an estimated $454K sold.

Ewing Morris & Co Investment Partners first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $454K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

  • Ewing Morris & Co Investment Partners reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 870 Intuitive Surgical shares in Q1 2025, an estimated $454K.
  • Ewing Morris & Co Investment Partners first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
  • Ewing Morris & Co Investment Partners's Intuitive Surgical position peaked at $454K in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.