CI
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Corient IA’s Intuitive Surgical ISRG Stock Holding History

Corient IA’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 		$1.13M Sell
2,450
-600
-20% -$304K 1.06% 11
2025
Q4 		$1.73M Hold
3,050
– – 1.63% 5
2025
Q3 		$1.36M Hold
3,050
– – 1.02% 12
2025
Q2 		$1.66M Hold
3,050
– – 0.98% 11
2025
Q1 		$1.51M Buy
+3,050
New +$1.69M 1.07% 6

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

Corient IA's ISRG Position: Q1 2026 in Review

Corient IA reduced its Intuitive Surgical (ISRG) stake by 20% in Q1 2026, selling an estimated $304K and leaving 2,450 shares worth $1.13M. The position accounts for 1.06% of the portfolio, ranked #11.

Corient IA first reported a position in ISRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Corient IA held 2,450 shares of Intuitive Surgical worth $1.13M as of Q1 2026.
  • Corient IA sold 600 Intuitive Surgical shares in Q1 2026, an estimated $304K.
  • Intuitive Surgical made up 1.06% of Corient IA's portfolio in Q1 2026, its #11 holding.
  • Corient IA first reported a position in Intuitive Surgical in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Intuitive Surgical position peaked at $1.73M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.