AlphaCentric Advisors’s Intuitive Surgical ISRG Stock Holding History

AlphaCentric Advisors’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
2026 Q1	$807K	Buy	1,750 +250	+17%	+$126K	0.81%	29
2025 Q4	$850K	Buy	+1,500	New	+$799K	0.85%	23
2024 Q4	$1.93M	Buy	3,706 +2,456	+196%	+$1.28M	1.93%	13
2024 Q3	$614K	Sell	1,250 -750	-38%	-$349K	0.46%	64
2024 Q2	$890K	Sell	2,000 -1,000	-33%	-$398K	0.66%	54
2024 Q1	$1.2M	Sell	3,000 -750	-20%	-$283K	0.72%	56
2023 Q4	$1.27M	Hold	3,750	–	–	0.85%	45
2023 Q3	$1.1M	Sell	3,750 -1,250	-25%	-$390K	0.62%	56
2023 Q2	$1.71M	Hold	5,000	–	–	0.95%	37
2023 Q1	$1.28M	Hold	5,000	–	–	0.88%	33
2022 Q4	$1.33M	Hold	5,000	–	–	1.31%	18
2022 Q3	$937K	Buy	+5,000	New	+$1.07M	0.96%	27
2021 Q4	$1.8M	Sell	5,000 -250	-5%	-$86K	0.52%	9
2021 Q3	$1.74M	Sell	5,250 -750	-13%	-$252K	0.44%	9
2021 Q2	$1.84M	Hold	6,000	–	–	0.5%	7
2021 Q1	$1.48M	Hold	6,000	–	–	0.5%	8
2020 Q4	$1.64M	Hold	6,000	–	–	0.68%	8
2020 Q3	$1.42M	Hold	6,000	–	–	0.69%	6
2020 Q2	$1.14M	Buy	+6,000	New	+$1.08M	0.64%	7

Other funds holding ISRG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

AlphaCentric Advisors's ISRG Position: Q1 2026 in Review

AlphaCentric Advisors increased its Intuitive Surgical (ISRG) stake by 17% in Q1 2026, buying an estimated $126K and bringing the position to 1,750 shares worth $807K. The position accounts for 0.81% of the portfolio, ranked #29.

AlphaCentric Advisors first reported a position in ISRG in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

AlphaCentric Advisors held 1,750 shares of Intuitive Surgical worth $807K as of Q1 2026.
AlphaCentric Advisors bought 250 Intuitive Surgical shares in Q1 2026, an estimated $126K.
Intuitive Surgical made up 0.81% of AlphaCentric Advisors's portfolio in Q1 2026, its #29 holding.
AlphaCentric Advisors first reported a position in Intuitive Surgical in Q2 2020 and has held it in 19 quarters since.
AlphaCentric Advisors's Intuitive Surgical position peaked at $1.93M in Q4 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on AlphaCentric Advisors's 13F filing for Q1 2026, filed 7 May 2026.