WCM Investment Management
ISRG icon

WCM Investment Management’s Intuitive Surgical ISRG Stock Holding History

WCM Investment 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
Q2 		– Sell
-1,189,761
Closed -$585M – 255
2025
Q1 		$585M Buy
1,189,761
+3,099
+0.3% +$1.71M 1.5% 28
2024
Q4 		$625M Sell
1,186,662
-14,649
-1% -$7.63M 1.47% 28
2024
Q3 		$576M Sell
1,201,311
-23,612
-2% -$11M 1.3% 30
2024
Q2 		$545M Sell
1,224,923
-493,033
-29% -$196M 1.29% 32
2024
Q1 		$686M Buy
1,717,956
+17,150
+1% +$6.48M 1.63% 22
2023
Q4 		$576M Buy
+1,700,806
New +$507M 1.59% 22
2023
Q3 		– Sell
-27,715
Closed -$9.52M – 216
2023
Q2 		$9.52M Buy
27,715
+1,508
+6% +$456K 0.03% 141
2023
Q1 		$6.7M Sell
26,207
-2
-0% -$493 0.02% 147
2022
Q4 		$6.95M Buy
+26,209
New +$6.39M 0.02% 146

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 $134M AUM 21.11% 1-Year Est. Return

WCM Investment Management's ISRG Position: Q2 2025 in Review

WCM Investment Management sold out of Intuitive Surgical (ISRG) in Q2 2025, closing a stake of 1,189,761 shares — an estimated $585M sold.

WCM Investment Management first reported a position in ISRG in Q4 2022 and held it in 9 quarters. The position peaked at $686M in Q1 2024. 2,265 funds tracked by Wall St. Rank hold ISRG as of Q2 2025.

  • WCM Investment Management reported no remaining Intuitive Surgical position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 1,189,761 Intuitive Surgical shares in Q2 2025, an estimated $585M.
  • WCM Investment Management first reported a position in Intuitive Surgical in Q4 2022 and held it in 9 quarters.
  • WCM Investment Management's Intuitive Surgical position peaked at $686M in Q1 2024.
  • 2,265 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.