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Magellan Asset Management’s Intuitive Surgical ISRG Stock Holding History

Magellan 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
2024
Q4 		– Sell
-700
Closed -$344K – 100
2024
Q3 		$344K Sell
700
-64
-8% -$29.8K ﹤0.01% 93
2024
Q2 		$340K Buy
764
+127
+20% +$50.6K ﹤0.01% 94
2024
Q1 		$254K Buy
637
+25
+4% +$9.45K ﹤0.01% 97
2023
Q4 		$206K Hold
612
– – ﹤0.01% 98
2023
Q3 		$179K Hold
612
– – ﹤0.01% 98
2023
Q2 		$209K Sell
612
-10
-2% -$3.03K ﹤0.01% 94
2023
Q1 		$159K Buy
+622
New +$153K ﹤0.01% 103
2022
Q4 		– Sell
-1,078
Closed -$202K – 124
2022
Q3 		$202K Buy
1,078
+77
+8% +$16.5K ﹤0.01% 100
2022
Q2 		$201K Buy
1,001
+312
+45% +$73.2K ﹤0.01% 97
2022
Q1 		$208K Sell
689
-1
-0.1% -$292 ﹤0.01% 102
2021
Q4 		$248K Buy
690
+117
+20% +$40.3K ﹤0.01% 99
2021
Q3 		$190K Sell
573
-90
-14% -$30.2K ﹤0.01% 98
2021
Q2 		$203K Buy
663
+45
+7% +$12.6K ﹤0.01% 87
2021
Q1 		$152K Hold
618
– – ﹤0.01% 91
2020
Q4 		$169K Buy
618
+516
+506% +$128K ﹤0.01% 91
2020
Q3 		$24K Buy
+102
New +$22.9K ﹤0.01% 84

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

Magellan Asset Management's ISRG Position: Q4 2024 in Review

Magellan Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 700 shares — an estimated $344K sold.

Magellan Asset Management first reported a position in ISRG in Q3 2020 and held it in 16 quarters. The position peaked at $344K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Magellan Asset Management reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Magellan Asset Management sold 700 Intuitive Surgical shares in Q4 2024, an estimated $344K.
  • Magellan Asset Management first reported a position in Intuitive Surgical in Q3 2020 and held it in 16 quarters.
  • Magellan Asset Management's Intuitive Surgical position peaked at $344K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Magellan Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.