Bank Julius Baer & Co
ISRG icon

Bank Julius Baer & Co’s Intuitive Surgical ISRG Stock Holding History

Bank Julius Baer & Co’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 		$319M Buy
695,468
+4,741
+0.7% +$2.4M 0.96% 29
2025
Q4 		$392M Sell
690,727
-764
-0.1% -$407K 1.08% 20
2025
Q3 		$309M Buy
691,491
+73,442
+12% +$35.2M 0.87% 25
2025
Q2 		$336M Sell
618,049
-23,399
-4% -$12.2M 1% 22
2025
Q1 		$317M Sell
641,448
-192,158
-23% -$106M 1.03% 21
2024
Q4 		$467M Buy
833,606
+40,704
+5% +$21.2M 1.44% 16
2024
Q3 		$435M Sell
792,902
-52,543
-6% -$24.5M 1.46% 16
2024
Q2 		$407M Sell
845,445
-116,411
-12% -$46.4M 1.55% 14
2024
Q1 		$381M Buy
961,856
+29,374
+3% +$11.1M 1.46% 16
2023
Q4 		$315M Buy
932,482
+155,575
+20% +$46.4M 1.33% 19
2023
Q3 		$227M Buy
776,907
+133,213
+21% +$41.6M 1.32% 21
2023
Q2 		$220M Sell
643,694
-2,045
-0.3% -$619K 1.31% 22
2023
Q1 		$165M Buy
645,739
+13,475
+2% +$3.32M 1.05% 25
2022
Q4 		$168M Buy
632,264
+4,976
+0.8% +$1.21M 1.15% 27
2022
Q3 		$118M Sell
627,288
-14,183
-2% -$3.05M 0.89% 30
2022
Q2 		$129M Buy
641,471
+2,480
+0.4% +$582K 0.91% 32
2022
Q1 		$193M Buy
638,991
+20,490
+3% +$5.99M 1.15% 25
2021
Q4 		$222M Buy
618,501
+40,962
+7% +$14.1M 1.19% 24
2021
Q3 		$191M Buy
577,539
+47,010
+9% +$15.8M 1.19% 22
2021
Q2 		$163M Buy
530,529
+26,175
+5% +$7.34M 1.03% 26
2021
Q1 		$124M Buy
504,354
+164,538
+48% +$41.4M 0.93% 29
2020
Q4 		$92.7M Buy
339,816
+42,024
+14% +$10.4M 0.76% 32
2020
Q3 		$70.4M Buy
297,792
+24,684
+9% +$5.54M 0.69% 41
2020
Q2 		$51.8M Buy
273,108
+17,367
+7% +$3.11M 0.6% 46
2020
Q1 		$42.2M Buy
+255,741
New +$46.8M 0.98% 30

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

Bank Julius Baer & Co's ISRG Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Intuitive Surgical (ISRG) stake by 0.69% in Q1 2026, buying an estimated $2.4M and bringing the position to 695,468 shares worth $319M. The position accounts for 0.96% of the portfolio, ranked #29.

Bank Julius Baer & Co first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $467M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bank Julius Baer & Co held 695,468 shares of Intuitive Surgical worth $319M as of Q1 2026.
  • Bank Julius Baer & Co bought 4,741 Intuitive Surgical shares in Q1 2026, an estimated $2.4M.
  • Intuitive Surgical made up 0.96% of Bank Julius Baer & Co's portfolio in Q1 2026, its #29 holding.
  • Bank Julius Baer & Co first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Intuitive Surgical position peaked at $467M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.