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 		$5.99M Sell
13,000
-27,800
-68% -$14.1M 0.01% 1283
2025
Q4 		$23.1M Buy
40,800
+30,700
+304% +$16.3M 0.03% 641
2025
Q3 		$4.52M Sell
10,100
-14,700
-59% -$7.05M 0.01% 1413
2025
Q2 		$13.5M Sell
24,800
-25,200
-50% -$13.2M 0.02% 830
2025
Q1 		$24.8M Buy
50,000
+12,500
+33% +$6.91M 0.04% 519
2024
Q4 		$19.6M Buy
37,500
+35,900
+2,244% +$18.7M 0.03% 678
2024
Q3 		$786K Buy
+1,600
New +$745K ﹤0.01% 2061
2024
Q2 		– Sell
-17,800
Closed -$7.1M – 2831
2024
Q1 		$7.1M Buy
17,800
+15,800
+790% +$5.97M 0.01% 1080
2023
Q4 		$675K Sell
2,000
-28,000
-93% -$8.35M ﹤0.01% 1831
2023
Q3 		$8.77M Buy
+30,000
New +$9.37M 0.02% 896
2021
Q3 		– Sell
-4,800
Closed -$1.47M – 2171
2021
Q2 		$1.47M Buy
+4,800
New +$1.35M 0.01% 1119
2020
Q3 		– Sell
-30,000
Closed -$5.7M – 1437
2020
Q2 		$5.7M Sell
30,000
-67,500
-69% -$12.1M 0.05% 484
2020
Q1 		$16.1M Buy
+97,500
New +$17.9M 0.19% 152
2018
Q1 		– Sell
-642,900
Closed -$78.2M – 2114
2017
Q4 		$78.2M Buy
+642,900
New +$80.5M 0.24% 90
2017
Q1 		– Sell
-284,400
Closed -$20M – 1679
2016
Q4 		$20M Buy
+284,400
New +$20.9M 0.11% 274
2016
Q2 		– Sell
-90,000
Closed -$6.01M – 1300
2016
Q1 		$6.01M Hold
90,000
– – 0.04% 505
2015
Q4 		$5.46M Sell
90,000
-270,000
-75% -$15.2M 0.04% 478
2015
Q3 		$18.4M Buy
+360,000
New +$20.4M 0.14% 207

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.