Balyasny Asset Management
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Balyasny Asset Management’s Intuitive Surgical ISRG Stock Holding History

Balyasny 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 		$4.01M Sell
8,700
-5,800
-40% -$2.93M 0.01% 1462
2025
Q4 		$8.21M Buy
14,500
+7,500
+107% +$3.99M 0.01% 1127
2025
Q3 		$3.13M Sell
7,000
-12,200
-64% -$5.85M ﹤0.01% 1597
2025
Q2 		$10.4M Sell
19,200
-3,700
-16% -$1.93M 0.02% 951
2025
Q1 		$11.3M Buy
22,900
+5,400
+31% +$2.99M 0.02% 850
2024
Q4 		$9.13M Buy
17,500
+10,200
+140% +$5.31M 0.01% 1001
2024
Q3 		$3.59M Buy
7,300
+4,200
+135% +$1.96M 0.01% 1416
2024
Q2 		$1.38M Sell
3,100
-21,200
-87% -$8.44M ﹤0.01% 1670
2024
Q1 		$9.7M Buy
24,300
+22,200
+1,057% +$8.39M 0.02% 939
2023
Q4 		$708K Sell
2,100
-95,900
-98% -$28.6M ﹤0.01% 1819
2023
Q3 		$28.6M Buy
+98,000
New +$30.6M 0.06% 451
2023
Q1 		– Sell
-66,100
Closed -$17.5M – 2899
2022
Q4 		$17.5M Sell
66,100
-391,400
-86% -$95.4M 0.05% 538
2022
Q3 		$85.8M Buy
457,500
+37,500
+9% +$8.05M 0.26% 75
2022
Q2 		$84.3M Buy
420,000
+378,000
+900% +$88.7M 0.27% 65
2022
Q1 		$12.7M Buy
+42,000
New +$12.3M 0.04% 607
2021
Q3 		– Sell
-4,200
Closed -$1.29M – 2170
2021
Q2 		$1.29M Buy
+4,200
New +$1.18M 0.01% 1176
2019
Q2 		– Sell
-108,000
Closed -$20.5M – 1597
2019
Q1 		$20.5M Buy
+108,000
New +$19.2M 0.14% 218
2018
Q2 		– Sell
-52,500
Closed -$7.22M – 1948
2018
Q1 		$7.22M Buy
+52,500
New +$7.33M 0.03% 606
2014
Q3 		– Sell
-360,000
Closed -$16.5M – 785
2014
Q2 		$16.5M Sell
360,000
-1,844,100
-84% -$81.4M 0.19% 138
2014
Q1 		$107M Buy
+2,204,100
New +$104M 1.22% 9

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

Balyasny Asset Management's ISRG Position: Q1 2026 in Review

Balyasny Asset Management reduced its Intuitive Surgical (ISRG) stake by 73% in Q1 2026, selling an estimated $175M and leaving 128,739 shares worth $59.3M. The position accounts for 0.08% of the portfolio, ranked #296.

Balyasny Asset Management first reported a position in ISRG in Q1 2014 and has held it in 43 quarters since. The position peaked at $269M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Balyasny Asset Management held 128,739 shares of Intuitive Surgical worth $59.3M as of Q1 2026.
  • Balyasny Asset Management sold 345,808 Intuitive Surgical shares in Q1 2026, an estimated $175M.
  • Intuitive Surgical made up 0.08% of Balyasny Asset Management's portfolio in Q1 2026, its #296 holding.
  • Balyasny Asset Management first reported a position in Intuitive Surgical in Q1 2014 and has held it in 43 quarters since.
  • Balyasny Asset Management's Intuitive Surgical position peaked at $269M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.