Corient Private Wealth
ISRG icon

Corient Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Corient Private Wealth’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 		$158M Sell
336,763
-563,517
-63% -$285M 0.23% 91
2025
Q4 		$408M Buy
900,280
+578,497
+180% +$308M 0.27% 80
2025
Q3 		$144M Buy
321,783
+18,112
+6% +$8.69M 0.23% 91
2025
Q2 		$165M Buy
303,671
+123,766
+69% +$64.7M 0.22% 90
2025
Q1 		$89.1M Sell
179,905
-7,612
-4% -$4.21M 0.15% 152
2024
Q4 		$97.9M Sell
187,517
-8,087
-4% -$4.21M 0.16% 140
2024
Q3 		$96.1M Buy
195,604
+2,680
+1% +$1.25M 0.15% 144
2024
Q2 		$85.8M Buy
192,924
+33,398
+21% +$13.3M 0.15% 147
2024
Q1 		$63.7M Buy
159,526
+26
+0% +$9.82K 0.11% 187
2023
Q4 		$53.8M Buy
159,500
+12,569
+9% +$3.75M 0.1% 208
2023
Q3 		$43M Sell
146,931
-1,348
-0.9% -$421K 0.1% 221
2023
Q2 		$50.7M Buy
148,279
+4,036
+3% +$1.22M 0.12% 182
2023
Q1 		$36.8M Buy
144,243
+65,678
+84% +$16.2M 0.1% 201
2022
Q4 		$20.9M Buy
+78,565
New +$19.2M 0.08% 259

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 Private Wealth's ISRG Position: Q1 2026 in Review

Corient Private Wealth reduced its Intuitive Surgical (ISRG) stake by 63% in Q1 2026, selling an estimated $285M and leaving 336,763 shares worth $158M. The position accounts for 0.23% of the portfolio, ranked #91.

Corient Private Wealth first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $408M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Corient Private Wealth held 336,763 shares of Intuitive Surgical worth $158M as of Q1 2026.
  • Corient Private Wealth sold 563,517 Intuitive Surgical shares in Q1 2026, an estimated $285M.
  • Intuitive Surgical made up 0.23% of Corient Private Wealth's portfolio in Q1 2026, its #91 holding.
  • Corient Private Wealth first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Intuitive Surgical position peaked at $408M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.