Bank of Montreal
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Bank of Montreal’s Intuitive Surgical ISRG Stock Holding History

Bank of Montreal’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 		$277K Hold
600
– – ﹤0.01% 2724
2025
Q4 		$340K Buy
+600
New +$319K ﹤0.01% 2513
2022
Q4 		– Sell
-46,100
Closed -$10.3K – 4142
2022
Q3 		$10.3K Sell
46,100
-81,900
-64% -$17.6M ﹤0.01% 972
2022
Q2 		$26.7K Buy
+128,000
New +$30M 0.01% 645
2019
Q1 		– Sell
-75,000
Closed -$12M – 4519
2018
Q4 		$12M Buy
+75,000
New +$12.7M 0.01% 727

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 of Montreal's ISRG Position: Q1 2026 in Review

Bank of Montreal reduced its Intuitive Surgical (ISRG) stake by 14% in Q1 2026, selling an estimated $37.5M and leaving 439,107 shares worth $202M. The position accounts for 0.08% of the portfolio, ranked #211.

Bank of Montreal first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $487M in Q2 2024. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bank of Montreal held 439,107 shares of Intuitive Surgical worth $202M as of Q1 2026.
  • Bank of Montreal sold 74,183 Intuitive Surgical shares in Q1 2026, an estimated $37.5M.
  • Intuitive Surgical made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #211 holding.
  • Bank of Montreal first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Intuitive Surgical position peaked at $487M in Q2 2024.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.