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GKIM
GW&K Investment Management’s
Intuitive Surgical
ISRG
Stock Holding History
GW&K Investment 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
2026
Q1
$97K
Buy
211
+6
+3%
+$3.04K
﹤0.01%
457
2025
Q4
$116K
Buy
205
+28
+16%
+$14.9K
﹤0.01%
438
2025
Q3
$79K
Sell
177
-35
-17%
-$16.8K
﹤0.01%
471
2025
Q2
$115K
Buy
212
+44
+26%
+$23K
﹤0.01%
416
2025
Q1
$83K
Buy
168
+2
+1%
+$1.11K
﹤0.01%
424
2024
Q4
$87K
Buy
166
+4
+2%
+$2.08K
﹤0.01%
409
2024
Q3
$80K
Buy
162
+23
+17%
+$10.7K
﹤0.01%
412
2024
Q2
$62K
Buy
139
+25
+22%
+$9.96K
﹤0.01%
423
2024
Q1
$45K
Sell
114
-2
-2%
-$756
﹤0.01%
441
2023
Q4
$39K
Sell
116
-1
-0.9%
-$298
﹤0.01%
431
2023
Q3
$34K
Buy
117
+3
+3%
+$937
﹤0.01%
425
2023
Q2
$39K
Buy
114
+113
+11,300%
+$34.2K
﹤0.01%
403
2023
Q1
$0
Buy
+1
New
+$246
﹤0.01%
536
2022
Q3
–
Sell
-65
Closed
-$13K
–
615
2022
Q2
$13K
Buy
65
+28
+76%
+$6.57K
﹤0.01%
450
2022
Q1
$11K
Buy
+37
New
+$10.8K
﹤0.01%
429
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30.48%
1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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