ClearBridge Investments
ISRG icon

ClearBridge Investments’s Intuitive Surgical ISRG Stock Holding History

ClearBridge Investments’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 		$483M Sell
1,215,674
-149,386
-11% -$65.3M 0.4% 63
2026
Q1 		$629M Sell
1,365,060
-318,200
-19% -$161M 0.55% 45
2025
Q4 		$953M Sell
1,683,260
-49,972
-3% -$26.6M 0.76% 25
2025
Q3 		$775M Buy
1,733,232
+182,962
+12% +$87.8M 0.58% 37
2025
Q2 		$842M Buy
1,550,270
+142,316
+10% +$74.4M 0.68% 25
2025
Q1 		$697M Sell
1,407,954
-135,965
-9% -$75.2M 0.61% 39
2024
Q4 		$806M Sell
1,543,919
-410,477
-21% -$214M 0.65% 31
2024
Q3 		$960M Sell
1,954,396
-26,901
-1% -$12.5M 0.76% 28
2024
Q2 		$881M Buy
1,981,297
+30,449
+2% +$12.1M 0.72% 29
2024
Q1 		$779M Buy
1,950,848
+30,654
+2% +$11.6M 0.62% 39
2023
Q4 		$648M Sell
1,920,194
-6,661
-0.3% -$1.99M 0.56% 47
2023
Q3 		$563M Sell
1,926,855
-47,623
-2% -$14.9M 0.54% 48
2023
Q2 		$675M Sell
1,974,478
-110,287
-5% -$33.4M 0.61% 41
2023
Q1 		$533M Sell
2,084,765
-135,864
-6% -$33.5M 0.51% 52
2022
Q4 		$589M Sell
2,220,629
-303,097
-12% -$73.9M 0.58% 42
2022
Q3 		$473M Sell
2,523,726
-20,590
-0.8% -$4.42M 0.48% 58
2022
Q2 		$511M Buy
2,544,316
+115,681
+5% +$27.1M 0.48% 55
2022
Q1 		$733M Buy
2,428,635
+455,461
+23% +$133M 0.55% 42
2021
Q4 		$709M Buy
1,973,174
+969,710
+97% +$334M 0.48% 52
2021
Q3 		$333M Sell
1,003,464
-20,403
-2% -$6.85M 0.24% 100
2021
Q2 		$314M Buy
1,023,867
+1,022,103
+57,942% +$287M 0.22% 108
2021
Q1 		$434K Hold
1,764
– – ﹤0.01% 764
2020
Q4 		$481K Hold
1,764
– – ﹤0.01% 732
2020
Q3 		$417K Hold
1,764
– – ﹤0.01% 710
2020
Q2 		$335K Hold
1,764
– – ﹤0.01% 691
2020
Q1 		$291K Hold
1,764
– – ﹤0.01% 677
2019
Q4 		$351K Buy
+1,764
New +$330K ﹤0.01% 704
2013
Q3 		– Sell
-2,916
Closed -$164K – 1106
2013
Q2 		$164K Buy
+2,916
New +$161K ﹤0.01% 808

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 $3.37T AUM 44.26% 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

ClearBridge Investments's ISRG Position: Q2 2026 in Review

ClearBridge Investments reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2026, selling an estimated $65.3M and leaving 1,215,674 shares worth $483M. The position accounts for 0.4% of the portfolio, ranked #63.

ClearBridge Investments first reported a position in ISRG in Q2 2013 and has held it in 28 quarters since. The position peaked at $960M in Q3 2024. 2,250 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • ClearBridge Investments held 1,215,674 shares of Intuitive Surgical worth $483M as of Q2 2026.
  • ClearBridge Investments sold 149,386 Intuitive Surgical shares in Q2 2026, an estimated $65.3M.
  • Intuitive Surgical made up 0.4% of ClearBridge Investments's portfolio in Q2 2026, its #63 holding.
  • ClearBridge Investments first reported a position in Intuitive Surgical in Q2 2013 and has held it in 28 quarters since.
  • ClearBridge Investments's Intuitive Surgical position peaked at $960M in Q3 2024.
  • 2,250 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

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