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Paloma Partners’s Intuitive Surgical ISRG Stock Holding History

Paloma Partners’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
Q3 		– Sell
-1,300
Closed -$578K – 1417
2024
Q2 		$578K Sell
1,300
-8,576
-87% -$3.42M 0.02% 679
2024
Q1 		$3.94M Buy
9,876
+6,676
+209% +$2.52M 0.21% 116
2023
Q4 		$1.08M Sell
3,200
-1,900
-37% -$566K 0.04% 401
2023
Q3 		$1.49M Sell
5,100
-5,200
-50% -$1.62M 0.05% 285
2023
Q2 		$3.52M Buy
10,300
+3,700
+56% +$1.12M 0.13% 163
2023
Q1 		$1.69M Sell
6,600
-12,400
-65% -$3.05M 0.06% 276
2022
Q4 		$5.04M Sell
19,000
-7,400
-28% -$1.8M 0.23% 70
2022
Q3 		$4.95M Buy
26,400
+23,700
+878% +$5.09M 0.22% 67
2022
Q2 		$542K Buy
2,700
+700
+35% +$164K 0.02% 596
2022
Q1 		$603K Buy
2,000
+800
+67% +$234K 0.02% 647
2021
Q4 		$431K Sell
1,200
-300
-20% -$103K 0.01% 1175
2021
Q3 		$497K Buy
+1,500
New +$504K 0.01% 555
2020
Q4 		– Sell
-300
Closed -$71K – 1928
2020
Q3 		$71K Sell
300
-4,800
-94% -$1.08M ﹤0.01% 1946
2020
Q2 		$969K Buy
5,100
+4,200
+467% +$753K 0.02% 940
2020
Q1 		$149K Buy
+900
New +$165K 0.01% 975
2019
Q3 		– Sell
-9,900
Closed -$1.73M – 2110
2019
Q2 		$1.73M Sell
9,900
-9,300
-48% -$1.59M 0.03% 470
2019
Q1 		$3.65M Buy
+19,200
New +$3.41M 0.09% 256
2018
Q4 		– Sell
-8,400
Closed -$1.61M – 1513
2018
Q3 		$1.61M Buy
8,400
+6,600
+367% +$1.17M 0.03% 546
2018
Q2 		$287K Buy
+1,800
New +$275K 0.01% 1304
2018
Q1 		– Sell
-27,900
Closed -$3.39M – 2096
2017
Q4 		$3.39M Hold
27,900
– – 0.05% 433
2017
Q3 		$3.24M Hold
27,900
– – 0.04% 448
2017
Q2 		$2.9M Buy
+27,900
New +$2.68M 0.03% 539
2017
Q1 		– Sell
-36,000
Closed -$2.54M – 2099
2016
Q4 		$2.54M Hold
36,000
– – 0.02% 541
2016
Q3 		$2.9M Buy
+36,000
New +$2.76M 0.04% 380

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

Paloma Partners's ISRG Position: Q2 2025 in Review

Paloma Partners sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 2,888 shares — an estimated $1.43M sold.

Paloma Partners first reported a position in ISRG in Q3 2013 and held it in 34 quarters. The position peaked at $13.2M in Q2 2017. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • Paloma Partners reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • Paloma Partners sold 2,888 Intuitive Surgical shares in Q2 2025, an estimated $1.43M.
  • Paloma Partners first reported a position in Intuitive Surgical in Q3 2013 and held it in 34 quarters.
  • Paloma Partners's Intuitive Surgical position peaked at $13.2M in Q2 2017.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on Paloma Partners's 13F filing for Q2 2025, filed 14 Aug 2025.