Compagnie Lombard Odier SCmA’s Intuitive Surgical ISRG Stock Holding History

Compagnie Lombard Odier SCmA’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	$21.3M	Sell	46,215 -1,820	-4%	-$921K	0.26%	60
2025 Q4	$27.2M	Buy	48,035 +10,314	+27%	+$5.49M	0.3%	55
2025 Q3	$16.9M	Buy	37,721 +4,410	+13%	+$2.12M	0.19%	72
2025 Q2	$18.1M	Buy	33,311 +28,772	+634%	+$15M	0.24%	61
2025 Q1	$2.25M	Buy	4,539 +764	+20%	+$423K	0.03%	137
2024 Q4	$1.97M	Buy	3,775 +1,192	+46%	+$621K	0.03%	119
2024 Q3	$1.27M	Sell	2,583 -5,602	-68%	-$2.61M	0.02%	133
2024 Q2	$3.64M	Hold	8,185	–	–	0.06%	106
2024 Q1	$3.27M	Sell	8,185 -195	-2%	-$73.7K	0.06%	115
2023 Q4	$2.83M	Hold	8,380	–	–	0.05%	137
2023 Q3	$2.45M	Sell	8,380 -300	-3%	-$93.7K	0.06%	122
2023 Q2	$2.97M	Sell	8,680 -40	-0.5%	-$12.1K	0.08%	97
2023 Q1	$2.23M	Sell	8,720 -138	-2%	-$34K	0.06%	122
2022 Q4	$2.35M	Buy	8,858 +196	+2%	+$47.8K	0.06%	118
2022 Q3	$1.62M	Buy	8,662 +5,547	+178%	+$1.19M	0.05%	131
2022 Q2	$624K	Sell	3,115 -265	-8%	-$62.2K	0.02%	182
2022 Q1	$1.02M	Sell	3,380 -2,175	-39%	-$635K	0.02%	157
2021 Q4	$2M	Buy	5,555 +176	+3%	+$60.6K	0.04%	134
2021 Q3	$1.78M	Buy	5,379 +90	+2%	+$30.2K	0.04%	143
2021 Q2	$1.62M	Buy	5,289 +120	+2%	+$33.7K	0.04%	142
2021 Q1	$1.27M	Buy	5,169 +960	+23%	+$242K	0.03%	181
2020 Q4	$1.15M	Sell	4,209 -441	-9%	-$110K	0.03%	156
2020 Q3	$1.1M	Buy	4,650 +300	+7%	+$67.4K	0.03%	144
2020 Q2	$826K	Buy	4,350 +1,710	+65%	+$307K	0.03%	157
2020 Q1	$437K	Sell	2,640 -2,685	-50%	-$492K	0.02%	186
2019 Q4	$1.05M	Buy	5,325 +45	+0.9%	+$8.43K	0.04%	142
2019 Q3	$950K	Buy	5,280 +3,210	+155%	+$555K	0.04%	141
2019 Q2	$362K	Buy	2,070 +60	+3%	+$10.3K	0.01%	202
2019 Q1	$382K	Sell	2,010 -90	-4%	-$16K	0.02%	220
2018 Q4	$335K	Sell	2,100 -1,176	-36%	-$199K	0.01%	226
2018 Q3	$626K	Sell	3,276 -489	-13%	-$86.8K	0.02%	183
2018 Q2	$602K	Sell	3,765 -75	-2%	-$11.4K	0.02%	191
2018 Q1	$531K	Sell	3,840 -4,140	-52%	-$578K	0.02%	214
2017 Q4	$966K	Buy	7,980 +4,875	+157%	+$610K	0.02%	239
2017 Q3	$362K	Hold	3,105	–	–	0.01%	299
2017 Q2	$323K	Sell	3,105 -306	-9%	-$29.4K	0.01%	311
2017 Q1	$289K	Buy	3,411 +306	+10%	+$24.2K	0.01%	330
2016 Q4	$220K	Hold	3,105	–	–	0.01%	434
2016 Q3	$250K	Hold	3,105	–	–	0.01%	445
2016 Q2	$228K	Hold	3,105	–	–	0.01%	458
2016 Q1	$207K	Buy	3,105 +2,700	+667%	+$167K	0.01%	480
2015 Q4	$24K	Hold	405	–	–	﹤0.01%	781
2015 Q3	$21K	Hold	405	–	–	﹤0.01%	690
2015 Q2	$21K	Sell	405 -2,250	-85%	-$126K	﹤0.01%	714
2015 Q1	$151K	Buy	2,655 +1,170	+79%	+$66.2K	0.01%	552
2014 Q4	$87K	Sell	1,485 -1,836	-55%	-$102K	﹤0.01%	565
2014 Q3	$170K	Sell	3,321 -1,098	-25%	-$54.5K	0.01%	547
2014 Q2	$202K	Sell	4,419 -2,412	-35%	-$106K	0.01%	524
2014 Q1	$332K	Buy	6,831 +3,510	+106%	+$165K	0.01%	396
2013 Q4	$141K	Buy	+3,321	New	+$140K	0.01%	599

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

Compagnie Lombard Odier SCmA's ISRG Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its Intuitive Surgical (ISRG) stake by 3.8% in Q1 2026, selling an estimated $921K and leaving 46,215 shares worth $21.3M. The position accounts for 0.26% of the portfolio, ranked #60.

Compagnie Lombard Odier SCmA first reported a position in ISRG in Q4 2013 and has held it in 50 quarters since. The position peaked at $27.2M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Compagnie Lombard Odier SCmA held 46,215 shares of Intuitive Surgical worth $21.3M as of Q1 2026.
Compagnie Lombard Odier SCmA sold 1,820 Intuitive Surgical shares in Q1 2026, an estimated $921K.
Intuitive Surgical made up 0.26% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #60 holding.
Compagnie Lombard Odier SCmA first reported a position in Intuitive Surgical in Q4 2013 and has held it in 50 quarters since.
Compagnie Lombard Odier SCmA's Intuitive Surgical position peaked at $27.2M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.