Dynamic Advisor Solutions Trims Intuitive Surgical Stake

Institutional investor sells over 4,000 shares of medical equipment company

Mar. 24, 2026 at 8:04am

Dynamic Advisor Solutions LLC, an institutional investor, decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 36.1% during the fourth quarter. The firm sold 4,153 shares of the medical equipment provider's stock, leaving it with 7,342 shares valued at $4.16 million as of its most recent SEC filing.

Why it matters

Intuitive Surgical is a leading provider of robotic-assisted surgical systems, with its flagship da Vinci platform used in a variety of minimally invasive procedures. The company's stock performance and institutional ownership are closely watched by investors and analysts as indicators of the business's health and growth potential.

The details

According to the SEC filing, Dynamic Advisor Solutions sold the 4,153 Intuitive Surgical shares during the fourth quarter of 2025. This represented a 36.1% reduction in the firm's overall position in the company. Dynamic Advisor Solutions now holds 7,342 shares of Intuitive Surgical, worth approximately $4.16 million.

  • Dynamic Advisor Solutions sold the shares during the fourth quarter of 2025.

The players

Dynamic Advisor Solutions LLC

An institutional investment firm that decreased its holdings in Intuitive Surgical, Inc. by over 36% in the fourth quarter.

Intuitive Surgical, Inc.

A medical technology company that designs, manufactures, and services robotic-assisted surgical systems, including the popular da Vinci platform.

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The takeaway

The reduction in Dynamic Advisor Solutions' Intuitive Surgical stake is a relatively small change in the overall institutional ownership of the company, but it could signal a shift in sentiment or portfolio strategy for the investment firm. Intuitive Surgical's stock performance and adoption of its surgical robotics technology remain key factors for investors to monitor going forward.