CI Investments Inc
ISRG icon

CI Investments Inc’s Intuitive Surgical ISRG Stock Holding History

CI Investments Inc’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
Q2 		$38.4M Sell
96,435
-28,681
-23% -$12.5M 0.12% 154
2026
Q1 		$57.7M Sell
125,116
-61,937
-33% -$31.3M 0.28% 87
2025
Q4 		$106M Buy
187,053
+31,613
+20% +$16.8M 0.46% 54
2025
Q3 		$69.5M Buy
155,440
+5,997
+4% +$2.88M 0.25% 79
2025
Q2 		$81.2M Buy
149,443
+41,756
+39% +$21.8M 0.3% 62
2025
Q1 		$53.3M Buy
107,687
+21,138
+24% +$11.7M 0.22% 91
2024
Q4 		$45.2M Sell
86,549
-17,510
-17% -$9.12M 0.17% 113
2024
Q3 		$51.1M Buy
104,059
+8,679
+9% +$4.04M 0.19% 108
2024
Q2 		$42.4M Sell
95,380
-2,810
-3% -$1.12M 0.17% 111
2024
Q1 		$39.2M Buy
98,190
+22,180
+29% +$8.38M 0.16% 121
2023
Q4 		$25.6M Buy
76,010
+859
+1% +$256K 0.13% 140
2023
Q3 		$22M Buy
75,151
+1,390
+2% +$434K 0.12% 152
2023
Q2 		$25.2M Sell
73,761
-7,303
-9% -$2.21M 0.13% 140
2023
Q1 		$20.7M Buy
81,064
+39,771
+96% +$9.8M 0.1% 170
2022
Q4 		$11M Buy
41,293
+28,172
+215% +$6.87M 0.06% 217
2022
Q3 		$2.46M Buy
13,121
+351
+3% +$75.4K 0.01% 327
2022
Q2 		$2.56M Buy
12,770
+24
+0.2% +$5.63K 0.01% 326
2022
Q1 		$3.85M Sell
12,746
-66,522
-84% -$19.4M 0.01% 341
2021
Q4 		$28.5M Buy
79,268
+3,182
+4% +$1.09M 0.1% 183
2021
Q3 		$25.2M Buy
76,086
+783
+1% +$263K 0.09% 197
2021
Q2 		$23.1M Buy
75,303
+69,369
+1,169% +$19.5M 0.08% 206
2021
Q1 		$1.46M Buy
5,934
+1,791
+43% +$451K 0.01% 356
2020
Q4 		$1.13M Buy
4,143
+870
+27% +$216K 0.01% 375
2020
Q3 		$774K Buy
3,273
+2,994
+1,073% +$672K ﹤0.01% 365
2020
Q2 		$53K Buy
+279
New +$50K ﹤0.01% 603

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CI Investments Inc's ISRG Position: Q2 2026 in Review

CI Investments Inc reduced its Intuitive Surgical (ISRG) stake by 23% in Q2 2026, selling an estimated $12.5M and leaving 96,435 shares worth $38.4M. The position accounts for 0.12% of the portfolio, ranked #154.

CI Investments Inc first reported a position in ISRG in Q2 2020 and has held it in 25 quarters since. The position peaked at $106M in Q4 2025. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • CI Investments Inc held 96,435 shares of Intuitive Surgical worth $38.4M as of Q2 2026.
  • CI Investments Inc sold 28,681 Intuitive Surgical shares in Q2 2026, an estimated $12.5M.
  • Intuitive Surgical made up 0.12% of CI Investments Inc's portfolio in Q2 2026, its #154 holding.
  • CI Investments Inc first reported a position in Intuitive Surgical in Q2 2020 and has held it in 25 quarters since.
  • CI Investments Inc's Intuitive Surgical position peaked at $106M in Q4 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.