HL
ISRG icon

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 $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