Convergence Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Convergence Investment Partners’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	–	Sell	-2,792	Closed	-$1.29M	–	268
2026 Q1	$1.29M	Buy	+2,792	New	+$1.41M	0.21%	167
2025 Q1	–	Sell	-428	Closed	-$223K	–	279
2024 Q4	$223K	Sell	428 -6	-1%	-$3.13K	0.05%	233
2024 Q3	$213K	Sell	434 -16	-4%	-$7.45K	0.06%	227
2024 Q2	$200K	Buy	+450	New	+$179K	0.06%	238
2023 Q3	–	Sell	-1,252	Closed	-$428K	–	179
2023 Q2	$428K	Buy	+1,252	New	+$379K	0.25%	98
2021 Q4	–	Sell	-1,179	Closed	-$391K	–	245
2021 Q3	$391K	Buy	+1,179	New	+$396K	0.21%	113
2018 Q3	–	Sell	-18,666	Closed	-$2.98M	–	334
2018 Q2	$2.98M	Buy	18,666 +18,186	+3,789%	+$2.77M	0.42%	96
2018 Q1	$66K	Buy	+480	New	+$67K	0.01%	401
2016 Q4	–	Sell	-3,447	Closed	-$278K	–	350
2016 Q3	$278K	Buy	+3,447	New	+$264K	0.04%	307

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Convergence Investment Partners's ISRG Position: Q2 2026 in Review

Convergence Investment Partners sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 2,792 shares — an estimated $1.29M sold.

Convergence Investment Partners first reported a position in ISRG in Q3 2016 and held it in 9 quarters. The position peaked at $2.98M in Q2 2018. 2,244 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Convergence Investment Partners reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
Convergence Investment Partners sold 2,792 Intuitive Surgical shares in Q2 2026, an estimated $1.29M.
Convergence Investment Partners first reported a position in Intuitive Surgical in Q3 2016 and held it in 9 quarters.
Convergence Investment Partners's Intuitive Surgical position peaked at $2.98M in Q2 2018.
2,244 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.