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Claris Financial’s Intuitive Surgical ISRG Stock Holding History

Claris Financial’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 		$580K Sell
1,258
-2
-0.2% -$1.01K 0.32% 80
2025
Q4 		$714K Buy
1,260
+25
+2% +$13.3K 0.38% 69
2025
Q3 		$552K Buy
1,235
+79
+7% +$37.9K 0.31% 74
2025
Q2 		$628K Buy
1,156
+35
+3% +$18.3K 0.47% 64
2025
Q1 		$585K Hold
1,121
– – 0.38% 60
2024
Q4 		$585K Buy
+1,121
New +$584K 0.38% 60

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

Claris Financial's ISRG Position: Q1 2026 in Review

Claris Financial reduced its Intuitive Surgical (ISRG) stake by 0.16% in Q1 2026, selling an estimated $1.01K and leaving 1,258 shares worth $580K. The position accounts for 0.32% of the portfolio, ranked #80.

Claris Financial first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $714K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Claris Financial held 1,258 shares of Intuitive Surgical worth $580K as of Q1 2026.
  • Claris Financial sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
  • Intuitive Surgical made up 0.32% of Claris Financial's portfolio in Q1 2026, its #80 holding.
  • Claris Financial first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Intuitive Surgical position peaked at $714K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.