Number of Shares
16,964.00
Current Holdings Value*
$8.75 Mil
% of Portfolio
4.44%
Total Estimate Gain
$3.06 Mil
% of Total Estimate Gain
34.12%

Dunham Focused Large Cap Growth Fund's Intuitive Surgical Inc Holding Summary

As of 2025-04-30, Dunham Funds held 16,964.00 shares of Intuitive Surgical Inc(ISRG), totaling $8.75 Mil. This investment constitutes 4.44% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Intuitive Surgical Inc(ISRG) stock.

The initial trade took place in 2021Q4. And since then Dunham Focused Large Cap Growth Fund has made 7 purchases of ISRG, at an average price of $323.75, for a total of 27,723.00 shares. In addition, there have been 6 sales at an average price of $310.57 for 10,759.00 shares. Based on historical transaction data and ISRG's current price of $512.64, Dunham Focused Large Cap Growth Fund's estimated gain on his ISRG holdings is $3.06 Mil, reflecting a 34.12% gain to date.

Dunham Focused Large Cap Growth Fund ISRG ($512.64) Holding Chart

Dunham Focused Large Cap Growth Fund ISRG ($512.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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