Lee, Danner & Bass’s Intuitive Surgical ISRG Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-14	Closed	-$7.31K	–	472
2024 Q4	$7.31K	Buy	+14	New	+$7.29K	﹤0.01%	563

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee, Danner & Bass's ISRG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 14 shares — an estimated $7.31K sold.

Lee, Danner & Bass first reported a position in ISRG in Q4 2024 and held it in 1 quarter. The position peaked at $7.31K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Lee, Danner & Bass reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 14 Intuitive Surgical shares in Q1 2025, an estimated $7.31K.
Lee, Danner & Bass first reported a position in Intuitive Surgical in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Intuitive Surgical position peaked at $7.31K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.