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Ascent Group’s Intuitive Surgical ISRG Stock Holding History

Ascent Group’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 		$6.39M Sell
13,861
-386
-3% -$195K 0.22% 97
2025
Q4 		$8.07M Buy
14,247
+707
+5% +$376K 0.28% 76
2025
Q3 		$6.06M Buy
13,540
+2,182
+19% +$1.05M 0.21% 101
2025
Q2 		$6.17M Buy
11,358
+5,256
+86% +$2.75M 0.24% 89
2025
Q1 		$3.02M Buy
6,102
+284
+5% +$157K 0.13% 171
2024
Q4 		$3.04M Buy
5,818
+367
+7% +$191K 0.23% 111
2024
Q3 		$2.68M Buy
5,451
+2,353
+76% +$1.1M 0.2% 131
2024
Q2 		$1.38M Sell
3,098
-466
-13% -$186K 0.11% 231
2024
Q1 		$1.42M Buy
3,564
+10
+0.3% +$3.78K 0.13% 231
2023
Q4 		$1.36M Buy
3,554
+421
+13% +$125K 0.13% 217
2023
Q3 		$853K Sell
3,133
-908
-22% -$284K 0.09% 246
2023
Q2 		$1.22M Buy
4,041
+771
+24% +$233K 0.13% 209
2023
Q1 		$835K Buy
3,270
+1,865
+133% +$459K 0.09% 256
2022
Q4 		$373K Buy
1,405
+83
+6% +$20.2K 0.04% 353
2022
Q3 		$326K Buy
1,322
+259
+24% +$55.6K 0.04% 361
2022
Q2 		$245K Buy
1,063
+104
+11% +$24.4K 0.03% 424
2022
Q1 		$289K Buy
959
+120
+14% +$35.1K 0.03% 394
2021
Q4 		$226K Buy
+839
New +$289K 0.03% 410

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

Ascent Group's ISRG Position: Q1 2026 in Review

Ascent Group reduced its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, selling an estimated $195K and leaving 13,861 shares worth $6.39M. The position accounts for 0.22% of the portfolio, ranked #97.

Ascent Group first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.07M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ascent Group held 13,861 shares of Intuitive Surgical worth $6.39M as of Q1 2026.
  • Ascent Group sold 386 Intuitive Surgical shares in Q1 2026, an estimated $195K.
  • Intuitive Surgical made up 0.22% of Ascent Group's portfolio in Q1 2026, its #97 holding.
  • Ascent Group first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's Intuitive Surgical position peaked at $8.07M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.