Clarus Group’s Intuitive Surgical ISRG Stock Holding History

Clarus Group’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	$422K	Hold	915	–	–	0.15%	61
2025 Q4	$518K	Hold	915	–	–	0.19%	50
2025 Q3	$409K	Sell	915 -4	-0.4%	-$1.92K	0.14%	66
2025 Q2	$499K	Buy	919 +30	+3%	+$15.7K	0.18%	53
2025 Q1	$440K	Buy	889 +4	+0.5%	+$2.21K	0.17%	60
2024 Q4	$462K	Hold	885	–	–	0.16%	59
2024 Q3	$435K	Hold	885	–	–	0.18%	62
2024 Q2	$394K	Hold	885	–	–	0.17%	70
2024 Q1	$353K	Sell	885 -10	-1%	-$3.78K	0.25%	70
2023 Q4	$302K	Hold	895	–	–	0.23%	77
2023 Q3	$262K	Hold	895	–	–	0.19%	88
2023 Q2	$306K	Sell	895 -490	-35%	-$148K	0.22%	80
2023 Q1	$354K	Sell	1,385 -15	-1%	-$3.69K	0.33%	51
2022 Q4	$371K	Hold	1,400	–	–	0.33%	54
2022 Q3	$262K	Hold	1,400	–	–	0.24%	67
2022 Q2	$281K	Hold	1,400	–	–	0.24%	71
2022 Q1	$422K	Buy	1,400 +500	+56%	+$146K	0.29%	56
2021 Q4	$292K	Hold	900	–	–	0.2%	78
2021 Q3	$298K	Hold	900	–	–	0.21%	81
2021 Q2	$285K	Hold	900	–	–	0.21%	76
2021 Q1	$228K	Hold	900	–	–	0.19%	89
2020 Q4	$242K	Buy	+900	New	+$223K	0.21%	84

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarus Group's ISRG Position: Q1 2026 in Review

Clarus Group held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 915 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #61.

Clarus Group first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $518K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Clarus Group held 915 shares of Intuitive Surgical worth $422K as of Q1 2026.
Clarus Group left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.15% of Clarus Group's portfolio in Q1 2026, its #61 holding.
Clarus Group first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
Clarus Group's Intuitive Surgical position peaked at $518K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.