AA
ISRG icon

ALPS Advisors’s Intuitive Surgical ISRG Stock Holding History

ALPS 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 		$1.16M Sell
2,514
-60
-2% -$30.4K 0.01% 560
2025
Q4 		$1.46M Sell
2,574
-341
-12% -$182K 0.01% 462
2025
Q3 		$1.3M Buy
2,915
+555
+24% +$266K 0.01% 465
2025
Q2 		$1.28M Sell
2,360
-122
-5% -$63.8K 0.01% 450
2025
Q1 		$1.23M Buy
2,482
+63
+3% +$34.8K 0.01% 430
2024
Q4 		$1.26M Sell
2,419
-118
-5% -$61.5K 0.01% 430
2024
Q3 		$1.25M Sell
2,537
-898
-26% -$418K 0.01% 449
2024
Q2 		$1.53M Sell
3,435
-389
-10% -$155K 0.01% 377
2024
Q1 		$1.53M Sell
3,824
-575
-13% -$217K 0.01% 396
2023
Q4 		$1.48M Sell
4,399
-156
-3% -$46.5K 0.01% 385
2023
Q3 		$1.33M Buy
4,555
+1,010
+28% +$315K 0.01% 391
2023
Q2 		$1.21M Sell
3,545
-1,571
-31% -$475K 0.01% 427
2023
Q1 		$1.31M Buy
5,116
+926
+22% +$228K 0.01% 389
2022
Q4 		$1.11M Sell
4,190
-1,727
-29% -$421K 0.01% 443
2022
Q3 		$1.11M Sell
5,917
-591
-9% -$127K 0.01% 441
2022
Q2 		$1.31M Buy
6,508
+408
+7% +$95.7K 0.01% 410
2022
Q1 		$1.84M Sell
6,100
-2,055
-25% -$600K 0.02% 224
2021
Q4 		$2.93M Buy
8,155
+241
+3% +$82.9K 0.03% 199
2021
Q3 		$2.62M Buy
7,914
+111
+1% +$37.3K 0.03% 237
2021
Q2 		$2.39M Sell
7,803
-678
-8% -$190K 0.02% 272
2021
Q1 		$2.09M Buy
8,481
+738
+10% +$186K 0.02% 281
2020
Q4 		$2.11M Buy
7,743
+1,659
+27% +$412K 0.02% 262
2020
Q3 		$1.44M Buy
6,084
+24
+0.4% +$5.39K 0.02% 281
2020
Q2 		$1.15M Buy
6,060
+183
+3% +$32.8K 0.02% 298
2020
Q1 		$970K Buy
5,877
+1,989
+51% +$364K 0.02% 280
2019
Q4 		$766K Sell
3,888
-63
-2% -$11.8K 0.01% 424
2019
Q3 		$711K Sell
3,951
-201
-5% -$34.8K 0.01% 384
2019
Q2 		$726K Buy
4,152
+1,200
+41% +$206K 0.01% 421
2019
Q1 		$561K Buy
2,952
+411
+16% +$73K ﹤0.01% 466
2018
Q4 		$406K Sell
2,541
-219
-8% -$37.1K ﹤0.01% 591
2018
Q3 		$528K Buy
2,760
+540
+24% +$95.9K ﹤0.01% 555
2018
Q2 		$354K Buy
+2,220
New +$339K ﹤0.01% 831
2018
Q1 		– Sell
-4,704
Closed -$572K – 940
2017
Q4 		$572K Buy
4,704
+51
+1% +$6.38K ﹤0.01% 431
2017
Q3 		$541K Sell
4,653
-1,170
-20% -$127K ﹤0.01% 379
2017
Q2 		$605K Buy
5,823
+18
+0.3% +$1.73K ﹤0.01% 355
2017
Q1 		$494K Buy
5,805
+99
+2% +$7.82K ﹤0.01% 441
2016
Q4 		$402K Buy
5,706
+54
+1% +$3.97K ﹤0.01% 587
2016
Q3 		$455K Buy
+5,652
New +$433K ﹤0.01% 328
2014
Q3 		– Sell
-11,835
Closed -$542K – 658
2014
Q2 		$542K Buy
11,835
+324
+3% +$14.3K ﹤0.01% 490
2014
Q1 		$560K Sell
11,511
-171
-1% -$8.05K 0.01% 471
2013
Q4 		$529K Buy
11,682
+5,670
+94% +$239K 0.01% 312
2013
Q3 		$251K Buy
+6,012
New +$265K ﹤0.01% 404

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

ALPS Advisors's ISRG Position: Q1 2026 in Review

ALPS Advisors reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q1 2026, selling an estimated $30.4K and leaving 2,514 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #560.

ALPS Advisors first reported a position in ISRG in Q3 2013 and has held it in 42 quarters since. The position peaked at $2.93M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • ALPS Advisors held 2,514 shares of Intuitive Surgical worth $1.16M as of Q1 2026.
  • ALPS Advisors sold 60 Intuitive Surgical shares in Q1 2026, an estimated $30.4K.
  • Intuitive Surgical made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #560 holding.
  • ALPS Advisors first reported a position in Intuitive Surgical in Q3 2013 and has held it in 42 quarters since.
  • ALPS Advisors's Intuitive Surgical position peaked at $2.93M in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.