Pembroke Management’s Intuitive Surgical ISRG Stock Holding History

Pembroke 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
2025 Q3	–	Sell	-397	Closed	-$216K	–	91
2025 Q2	$216K	Buy	+397	New	+$208K	0.03%	78

Other funds holding ISRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pembroke Management's ISRG Position: Q3 2025 in Review

Pembroke Management sold out of Intuitive Surgical (ISRG) in Q3 2025, closing a stake of 397 shares — an estimated $216K sold.

Pembroke Management first reported a position in ISRG in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 2,116 funds tracked by Wall St. Rank hold ISRG as of Q3 2025.

Pembroke Management reported no remaining Intuitive Surgical position as of Q3 2025 after selling out during the quarter.
Pembroke Management sold 397 Intuitive Surgical shares in Q3 2025, an estimated $216K.
Pembroke Management first reported a position in Intuitive Surgical in Q2 2025 and held it in 1 quarter.
Pembroke Management's Intuitive Surgical position peaked at $216K in Q2 2025.
2,116 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2025.

Based on Pembroke Management's 13F filing for Q3 2025, filed 28 Oct 2025.