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Baker Avenue Asset Management’s Intuitive Surgical ISRG Stock Holding History

Baker Avenue Asset 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 		$10.2M Buy
22,115
+687
+3% +$348K 0.23% 91
2025
Q4 		$12.1M Buy
21,428
+2,611
+14% +$1.39M 0.28% 79
2025
Q3 		$8.42M Buy
18,817
+3,045
+19% +$1.46M 0.2% 100
2025
Q2 		$8.57M Sell
15,772
-403
-2% -$211K 0.24% 90
2025
Q1 		$8.01M Sell
16,175
-58
-0.4% -$32.1K 0.25% 89
2024
Q4 		$8.47M Buy
16,233
+226
+1% +$118K 0.26% 80
2024
Q3 		$7.86M Sell
16,007
-11
-0.1% -$5.12K 0.25% 83
2024
Q2 		$7.13M Sell
16,018
-427
-3% -$170K 0.24% 79
2024
Q1 		$6.56M Buy
16,445
+8
+0% +$3.02K 0.26% 85
2023
Q4 		$5.55M Buy
16,437
+761
+5% +$227K 0.24% 87
2023
Q3 		$4.58M Buy
15,676
+13,316
+564% +$4.16M 0.23% 88
2023
Q2 		$807K Buy
2,360
+2,149
+1,018% +$650K 0.04% 203
2023
Q1 		$53.9K Sell
211
-6
-3% -$1.48K ﹤0.01% 520
2022
Q4 		$57.6K Buy
+217
New +$52.9K ﹤0.01% 476

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

Baker Avenue Asset Management's ISRG Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2026, buying an estimated $348K and bringing the position to 22,115 shares worth $10.2M. The position accounts for 0.23% of the portfolio, ranked #91.

Baker Avenue Asset Management first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.1M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Baker Avenue Asset Management held 22,115 shares of Intuitive Surgical worth $10.2M as of Q1 2026.
  • Baker Avenue Asset Management bought 687 Intuitive Surgical shares in Q1 2026, an estimated $348K.
  • Intuitive Surgical made up 0.23% of Baker Avenue Asset Management's portfolio in Q1 2026, its #91 holding.
  • Baker Avenue Asset Management first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Baker Avenue Asset Management's Intuitive Surgical position peaked at $12.1M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.