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Cresset Asset Management’s Intuitive Surgical ISRG Stock Holding History

Cresset Asset Management’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 		$2.55M Buy
5,535
+99
+2% +$50.1K 0.01% 504
2025
Q4 		$3.08M Sell
5,436
-155
-3% -$82.5K 0.01% 468
2025
Q3 		$2.5M Buy
5,591
+612
+12% +$294K 0.01% 474
2025
Q2 		$2.71M Sell
4,979
-3,061
-38% -$1.6M 0.01% 437
2025
Q1 		$3.98M Sell
8,040
-765
-9% -$423K 0.02% 386
2024
Q4 		$4.6M Sell
8,805
-30,983
-78% -$16.1M 0.02% 369
2024
Q3 		$19.5M Sell
39,788
-1,073
-3% -$500K 0.08% 171
2024
Q2 		$18.2M Buy
40,861
+1,353
+3% +$539K 0.08% 172
2024
Q1 		$15.8M Sell
39,508
-1,446
-4% -$546K 0.08% 181
2023
Q4 		$13.8M Buy
40,954
+3,904
+11% +$1.16M 0.08% 166
2023
Q3 		$10.8M Sell
37,050
-3,694
-9% -$1.15M 0.04% 197
2023
Q2 		$13.9M Buy
40,744
+35,168
+631% +$10.6M 0.02% 214
2023
Q1 		$1.42M Sell
5,576
-890
-14% -$219K 0.03% 279
2022
Q4 		$1.42M Buy
6,466
+334
+5% +$81.4K 0.02% 246
2022
Q3 		$1.15M Buy
6,132
+1,939
+46% +$416K 0.01% 322
2022
Q2 		$824K Sell
4,193
-2,104
-33% -$494K 0.01% 420
2022
Q1 		$1.9M Buy
6,297
+809
+15% +$236K 0.02% 250
2021
Q4 		$1.97M Buy
5,488
+739
+16% +$254K 0.02% 304
2021
Q3 		$1.57M Buy
4,749
+1,044
+28% +$351K 0.02% 278
2021
Q2 		$1.14M Buy
3,705
+429
+13% +$120K 0.02% 319
2021
Q1 		$808K Buy
3,276
+963
+42% +$242K 0.01% 350
2020
Q4 		$631K Sell
2,313
-678
-23% -$168K 0.01% 340
2020
Q3 		$707K Buy
2,991
+546
+22% +$123K 0.01% 298
2020
Q2 		$464K Buy
2,445
+546
+29% +$97.9K 0.01% 354
2020
Q1 		$313K Buy
+1,899
New +$348K 0.01% 375
2019
Q2 		– Sell
-2,631
Closed -$500K – 1057
2019
Q1 		$500K Buy
2,631
+1,143
+77% +$203K 0.02% 190
2018
Q4 		$238K Buy
+1,488
New +$252K 0.01% 184

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

Cresset Asset Management's ISRG Position: Q1 2026 in Review

Cresset Asset Management increased its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, buying an estimated $50.1K and bringing the position to 5,535 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #504.

Cresset Asset Management first reported a position in ISRG in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.5M in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Cresset Asset Management held 5,535 shares of Intuitive Surgical worth $2.55M as of Q1 2026.
  • Cresset Asset Management bought 99 Intuitive Surgical shares in Q1 2026, an estimated $50.1K.
  • Intuitive Surgical made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #504 holding.
  • Cresset Asset Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Intuitive Surgical position peaked at $19.5M in Q3 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.