Senator Investment Group’s Intuitive Surgical ISRG Stock Holding History

Senator Investment Group’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 Q1	–	Sell	-2,174	Closed	-$1.13M	–	66
2024 Q4	$1.13M	Hold	2,174	–	–	0.03%	61
2024 Q3	$1.07M	Hold	2,174	–	–	0.05%	56
2024 Q2	$967K	Hold	2,174	–	–	0.05%	66
2024 Q1	$868K	Sell	2,174 -99,533	-98%	-$37.6M	0.04%	66
2023 Q4	$34.3M	Sell	101,707 -15,793	-13%	-$4.71M	1.47%	24
2023 Q3	$34.3M	Buy	117,500 +42,500	+57%	+$13.3M	1.93%	20
2023 Q2	$25.6M	Sell	75,000 -175,000	-70%	-$52.9M	1.16%	34
2023 Q1	$63.9M	Buy	250,000 +175,000	+233%	+$43.1M	3.49%	11
2022 Q4	$19.9M	Buy	75,000 +25,000	+50%	+$6.1M	1.79%	15
2022 Q3	$9.37M	Buy	+50,000	New	+$10.7M	0.85%	33

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Senator Investment Group's ISRG Position: Q1 2025 in Review

Senator Investment Group sold out of Intuitive Surgical (ISRG) in Q1 2025, closing a stake of 2,174 shares — an estimated $1.13M sold.

Senator Investment Group first reported a position in ISRG in Q3 2022 and held it in 10 quarters. The position peaked at $63.9M in Q1 2023. 2,190 funds tracked by Wall St. Rank hold ISRG as of Q1 2025.

Senator Investment Group reported no remaining Intuitive Surgical position as of Q1 2025 after selling out during the quarter.
Senator Investment Group sold 2,174 Intuitive Surgical shares in Q1 2025, an estimated $1.13M.
Senator Investment Group first reported a position in Intuitive Surgical in Q3 2022 and held it in 10 quarters.
Senator Investment Group's Intuitive Surgical position peaked at $63.9M in Q1 2023.
2,190 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2025.

Based on Senator Investment Group's 13F filing for Q1 2025, filed 14 May 2025.