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Fullerton Fund Management’s Intuitive Surgical ISRG Stock Holding History

Fullerton Fund 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
2025
Q4 		– Sell
-588
Closed -$263K – 141
2025
Q3 		$263K Sell
588
-73,320
-99% -$35.2M 0.01% 92
2025
Q2 		$40.2M Buy
73,908
+73,305
+12,157% +$38.3M 1.63% 24
2025
Q1 		$299K Buy
603
+6
+1% +$3.32K 0.02% 99
2024
Q4 		$312K Hold
597
– – 0.01% 90
2024
Q3 		$293K Buy
+597
New +$278K 0.01% 96
2021
Q3 		– Sell
-804
Closed -$246K – 79
2021
Q2 		$246K Buy
+804
New +$226K 0.02% 74
2021
Q1 		– Sell
-1,848
Closed -$504K – 79
2020
Q4 		$504K Buy
1,848
+990
+115% +$246K 0.04% 69
2020
Q3 		$203K Buy
+858
New +$193K 0.03% 57

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fullerton Fund Management's ISRG Position: Q4 2025 in Review

Fullerton Fund Management sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 588 shares — an estimated $263K sold.

Fullerton Fund Management first reported a position in ISRG in Q3 2020 and held it in 8 quarters. The position peaked at $40.2M in Q2 2025. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Fullerton Fund Management reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Fullerton Fund Management sold 588 Intuitive Surgical shares in Q4 2025, an estimated $263K.
  • Fullerton Fund Management first reported a position in Intuitive Surgical in Q3 2020 and held it in 8 quarters.
  • Fullerton Fund Management's Intuitive Surgical position peaked at $40.2M in Q2 2025.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Fullerton Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.