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Alphinity Investment Management’s Intuitive Surgical ISRG Stock Holding History

Alphinity 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
2026
Q2 		$133M Sell
334,585
-220,834
-40% -$96.5M 2.22% 22
2026
Q1 		$256M Sell
555,419
-33,470
-6% -$16.9M 4.51% 9
2025
Q4 		$334M Sell
588,889
-181,827
-24% -$96.8M 3.38% 16
2025
Q3 		$345M Sell
770,716
-108,992
-12% -$52.3M 3.36% 18
2025
Q2 		$478M Sell
879,708
-341,493
-28% -$179M 4.09% 18
2025
Q1 		$605M Buy
1,221,201
+125,978
+12% +$69.7M 4.1% 17
2024
Q4 		$572M Sell
1,095,223
-68,645
-6% -$35.8M 3.11% 19
2024
Q3 		$572M Sell
1,163,868
-135,803
-10% -$63.2M 3.38% 18
2024
Q2 		$578M Buy
1,299,671
+239,761
+23% +$95.5M 4.26% 10
2024
Q1 		$423M Sell
1,059,910
-216,248
-17% -$81.7M 3.75% 16
2023
Q4 		$431M Buy
1,276,158
+677,455
+113% +$202M 4.37% 11
2023
Q3 		$175M Sell
598,703
-54,398
-8% -$17M 2.8% 19
2023
Q2 		$223M Sell
653,101
-457,198
-41% -$138M 3.63% 16
2023
Q1 		$284M Buy
1,110,299
+130,737
+13% +$32.2M 6.35% 6
2022
Q4 		$260M Buy
+979,562
New +$239M 7.62% 4

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alphinity Investment Management's ISRG Position: Q2 2026 in Review

Alphinity Investment Management reduced its Intuitive Surgical (ISRG) stake by 40% in Q2 2026, selling an estimated $96.5M and leaving 334,585 shares worth $133M. The position accounts for 2.22% of the portfolio, ranked #22.

Alphinity Investment Management first reported a position in ISRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $605M in Q1 2025. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Alphinity Investment Management held 334,585 shares of Intuitive Surgical worth $133M as of Q2 2026.
  • Alphinity Investment Management sold 220,834 Intuitive Surgical shares in Q2 2026, an estimated $96.5M.
  • Intuitive Surgical made up 2.22% of Alphinity Investment Management's portfolio in Q2 2026, its #22 holding.
  • Alphinity Investment Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 15 quarters since.
  • Alphinity Investment Management's Intuitive Surgical position peaked at $605M in Q1 2025.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.