JAM
ISRG icon

Jupiter Asset Management’s Intuitive Surgical ISRG Stock Holding History

Jupiter Asset 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
Q2 		– Sell
-140,099
Closed -$69.4M – 479
2025
Q1 		$69.4M Buy
140,099
+722
+0.5% +$399K 0.67% 34
2024
Q4 		$72.7M Buy
139,377
+50,246
+56% +$26.2M 0.71% 27
2024
Q3 		$43.8M Buy
89,131
+88,313
+10,796% +$41.1M 0.38% 89
2024
Q2 		$364K Buy
+818
New +$326K ﹤0.01% 366
2024
Q1 		– Sell
-11,731
Closed -$3.96M – 476
2023
Q4 		$3.96M Sell
11,731
-18,958
-62% -$5.65M 0.04% 272
2023
Q3 		$8.97M Buy
+30,689
New +$9.58M 0.1% 211
2022
Q4 		– Sell
-59,986
Closed -$11.2M – 513
2022
Q3 		$11.2M Sell
59,986
-12,521
-17% -$2.69M 0.17% 166
2022
Q2 		$14.6M Buy
72,507
+26,629
+58% +$6.25M 0.2% 136
2022
Q1 		$13.8M Buy
45,878
+11,806
+35% +$3.45M 0.16% 166
2021
Q4 		$12.4M Sell
34,072
-155,072
-82% -$53.4M 0.14% 185
2021
Q3 		$62.6M Sell
189,144
-25,359
-12% -$8.52M 0.71% 24
2021
Q2 		$65.8M Buy
214,503
+183,447
+591% +$51.5M 0.68% 35
2021
Q1 		$7.66M Sell
31,056
-4,137
-12% -$1.04M 0.08% 249
2020
Q4 		$9.59M Buy
35,193
+14,982
+74% +$3.72M 0.1% 234
2020
Q3 		$4.77M Buy
+20,211
New +$4.54M 0.05% 305

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Jupiter Asset Management's ISRG Position: Q2 2025 in Review

Jupiter Asset Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 140,099 shares — an estimated $69.4M sold.

Jupiter Asset Management first reported a position in ISRG in Q3 2020 and held it in 15 quarters. The position peaked at $72.7M in Q4 2024. 2,266 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Jupiter Asset Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 140,099 Intuitive Surgical shares in Q2 2025, an estimated $69.4M.
  • Jupiter Asset Management first reported a position in Intuitive Surgical in Q3 2020 and held it in 15 quarters.
  • Jupiter Asset Management's Intuitive Surgical position peaked at $72.7M in Q4 2024.
  • 2,266 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.