Brown Advisory released its third-quarter 2025 investor letter, showing a -0.88% return, underperforming the Russell 1000 Growth Index. The portfolio has exposure to AI but was underweight in speculative momentum trades, affecting performance. Check the fund’s top five holdings for insights on its best picks in 2025.

Intuitive Surgical, Inc. (NASDAQ:ISRG) was highlighted in Brown Advisory’s investor letter, boasting a 3.49% one-month return and 3.23% gain over 52 weeks. With a market cap of $203.514 billion, ISRG closed at $567.72 per share on December 02, 2025. The company focuses on products for minimally invasive care.

Brown Advisory discussed Intuitive Surgical, Inc. (NASDAQ:ISRG) in its third-quarter 2025 investor letter, noting strong second-quarter results and procedure growth exceeding expectations. Despite positive results, shares dropped due to cautious management commentary on European capital expenditure and forward margin guidance.

Intuitive Surgical, Inc. (NASDAQ:ISRG) is not among the 30 most popular stocks among hedge funds, with 99 portfolios holding it in Q3 2025. While acknowledging ISRG’s potential, some AI stocks offer greater upside with less risk. For those seeking undervalued AI stocks, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Intuitive Surgical (ISRG) Declined Due to Management’s Cautious Commentary