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
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 $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

CI Investments Inc's ISRG Position: Q1 2026 in Review

CI Investments Inc reduced its Intuitive Surgical (ISRG) stake by 33% in Q1 2026, selling an estimated $31.3M and leaving 125,116 shares worth $57.7M. The position accounts for 0.28% of the portfolio, ranked #87.

CI Investments Inc first reported a position in ISRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $106M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • CI Investments Inc held 125,116 shares of Intuitive Surgical worth $57.7M as of Q1 2026.
  • CI Investments Inc sold 61,937 Intuitive Surgical shares in Q1 2026, an estimated $31.3M.
  • Intuitive Surgical made up 0.28% of CI Investments Inc's portfolio in Q1 2026, its #87 holding.
  • CI Investments Inc first reported a position in Intuitive Surgical in Q2 2020 and has held it in 24 quarters since.
  • CI Investments Inc's Intuitive Surgical position peaked at $106M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.