PP
ISRG icon

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
-1,100
Closed -$489K – 1418
2024
Q2 		$489K Buy
+1,100
New +$438K 0.01% 763
2024
Q1 		– Sell
-3,800
Closed -$1.28M – 926
2023
Q4 		$1.28M Sell
3,800
-3,900
-51% -$1.16M 0.05% 363
2023
Q3 		$2.25M Sell
7,700
-5,500
-42% -$1.72M 0.08% 219
2023
Q2 		$4.51M Buy
13,200
+6,000
+83% +$1.82M 0.16% 115
2023
Q1 		$1.84M Sell
7,200
-12,900
-64% -$3.18M 0.06% 259
2022
Q4 		$5.33M Sell
20,100
-9,200
-31% -$2.24M 0.25% 61
2022
Q3 		$5.49M Buy
+29,300
New +$6.29M 0.25% 54
2019
Q3 		– Sell
-18,900
Closed -$3.31M – 2112
2019
Q2 		$3.31M Sell
18,900
-2,400
-11% -$411K 0.06% 271
2019
Q1 		$4.05M Buy
+21,300
New +$3.79M 0.1% 224
2018
Q4 		– Sell
-3,600
Closed -$689K – 1515
2018
Q3 		$689K Sell
3,600
-3,600
-50% -$639K 0.01% 894
2018
Q2 		$1.15M Buy
+7,200
New +$1.1M 0.02% 667
2018
Q1 		– Sell
-27,900
Closed -$3.39M – 2098
2017
Q4 		$3.39M Sell
27,900
-31,500
-53% -$3.94M 0.05% 434
2017
Q3 		$6.9M Buy
59,400
+26,100
+78% +$2.84M 0.09% 198
2017
Q2 		$3.46M Buy
+33,300
New +$3.2M 0.04% 453
2017
Q1 		– Sell
-36,000
Closed -$2.54M – 2100
2016
Q4 		$2.54M Hold
36,000
– – 0.02% 542
2016
Q3 		$2.9M Buy
+36,000
New +$2.76M 0.04% 381

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.