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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphinity Investment Management's ISRG Position: Q1 2026 in Review

Alphinity Investment Management reduced its Intuitive Surgical (ISRG) stake by 5.7% in Q1 2026, selling an estimated $16.9M and leaving 555,419 shares worth $256M. The position accounts for 4.51% of the portfolio, ranked #9.

Alphinity Investment Management first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $605M in Q1 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Alphinity Investment Management held 555,419 shares of Intuitive Surgical worth $256M as of Q1 2026.
  • Alphinity Investment Management sold 33,470 Intuitive Surgical shares in Q1 2026, an estimated $16.9M.
  • Intuitive Surgical made up 4.51% of Alphinity Investment Management's portfolio in Q1 2026, its #9 holding.
  • Alphinity Investment Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Alphinity Investment Management's Intuitive Surgical position peaked at $605M in Q1 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Alphinity Investment Management's 13F filing for Q1 2026, filed 12 May 2026.