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Harding Loevner’s Intuitive Surgical ISRG Stock Holding History

Harding Loevner’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
-423,619
Closed -$208M – 69
2024
Q3 		$208M Sell
423,619
-11,156
-3% -$5.19M 1.2% 32
2024
Q2 		$193M Sell
434,775
-13,945
-3% -$5.55M 1.07% 36
2024
Q1 		$179M Sell
448,720
-49,072
-10% -$18.5M 1.11% 36
2023
Q4 		$169M Sell
497,792
-7,346
-1% -$2.19M 0.95% 44
2023
Q3 		$148M Sell
505,138
-69,575
-12% -$21.7M 0.98% 42
2023
Q2 		$197M Sell
574,713
-111,771
-16% -$33.8M 1.15% 34
2023
Q1 		$175M Sell
686,484
-5,177
-0.7% -$1.28M 1% 39
2022
Q4 		$184M Buy
691,661
+71,560
+12% +$17.4M 1.06% 34
2022
Q3 		$116M Sell
620,101
-34,998
-5% -$7.52M 0.76% 52
2022
Q2 		$131M Buy
655,099
+4,235
+0.7% +$994K 0.81% 45
2022
Q1 		$138M Sell
650,864
-45,598
-7% -$13.3M 0.76% 49
2021
Q4 		$250M Sell
696,462
-31,878
-4% -$11M 0.96% 43
2021
Q3 		$241M Sell
728,340
-27,099
-4% -$9.1M 0.96% 37
2021
Q2 		$232M Buy
755,439
+4,716
+0.6% +$1.32M 0.87% 40
2021
Q1 		$185M Sell
750,723
-47,943
-6% -$12.1M 0.72% 51
2020
Q4 		$218M Buy
+798,666
New +$198M 0.9% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harding Loevner's ISRG Position: Q4 2024 in Review

Harding Loevner sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 423,619 shares — an estimated $208M sold.

Harding Loevner first reported a position in ISRG in Q4 2020 and held it in 16 quarters. The position peaked at $250M in Q4 2021. 2,136 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Harding Loevner reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Harding Loevner sold 423,619 Intuitive Surgical shares in Q4 2024, an estimated $208M.
  • Harding Loevner first reported a position in Intuitive Surgical in Q4 2020 and held it in 16 quarters.
  • Harding Loevner's Intuitive Surgical position peaked at $250M in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Harding Loevner's 13F filing for Q4 2024, filed 14 Feb 2025.