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Morningstar Investment Services’s Intuitive Surgical ISRG Stock Holding History

Morningstar Investment Services’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
-1,733
Closed -$830K – 258
2024
Q3 		$830K Buy
1,733
+330
+24% +$154K 0.01% 225
2024
Q2 		$624K Buy
1,403
+445
+46% +$177K 0.01% 233
2024
Q1 		$383K Sell
958
-516
-35% -$195K ﹤0.01% 261
2023
Q4 		$499K Buy
+1,474
New +$439K ﹤0.01% 286
2014
Q1 		– Sell
-38,502
Closed -$1.64M – 208
2013
Q4 		$1.64M Buy
+38,502
New +$1.62M 0.12% 132

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 $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 $609B AUM 40.19% 1-Year Est. Return

Morningstar Investment Services's ISRG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 1,733 shares — an estimated $830K sold.

Morningstar Investment Services first reported a position in ISRG in Q4 2013 and held it in 5 quarters. The position peaked at $1.64M in Q4 2013. 2,132 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,733 Intuitive Surgical shares in Q4 2024, an estimated $830K.
  • Morningstar Investment Services first reported a position in Intuitive Surgical in Q4 2013 and held it in 5 quarters.
  • Morningstar Investment Services's Intuitive Surgical position peaked at $1.64M in Q4 2013.
  • 2,132 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.