DB
ISRG icon

Dmitry Balyasny’s Intuitive Surgical ISRG Stock Holding History

Dmitry Balyasny’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 		$915K Sell
2,300
-10,700
-82% -$4.67M ﹤0.01% 2259
2026
Q1 		$5.99M Sell
13,000
-27,800
-68% -$14.1M 0.01% 1283
2025
Q4 		$23.1M Buy
40,800
+30,700
+304% +$16.3M 0.03% 641
2025
Q3 		$4.52M Sell
10,100
-14,700
-59% -$7.05M 0.01% 1413
2025
Q2 		$13.5M Sell
24,800
-25,200
-50% -$13.2M 0.02% 830
2025
Q1 		$24.8M Buy
50,000
+12,500
+33% +$6.91M 0.04% 519
2024
Q4 		$19.6M Buy
37,500
+35,900
+2,244% +$18.7M 0.03% 678
2024
Q3 		$786K Buy
+1,600
New +$745K ﹤0.01% 2061
2024
Q2 		– Sell
-17,800
Closed -$7.1M – 2831
2024
Q1 		$7.1M Buy
17,800
+15,800
+790% +$5.97M 0.01% 1080
2023
Q4 		$675K Sell
2,000
-28,000
-93% -$8.35M ﹤0.01% 1831
2023
Q3 		$8.77M Buy
+30,000
New +$9.37M 0.02% 896
2021
Q3 		– Sell
-4,800
Closed -$1.47M – 2171
2021
Q2 		$1.47M Buy
+4,800
New +$1.35M 0.01% 1119
2020
Q3 		– Sell
-30,000
Closed -$5.7M – 1437
2020
Q2 		$5.7M Sell
30,000
-67,500
-69% -$12.1M 0.05% 484
2020
Q1 		$16.1M Buy
+97,500
New +$17.9M 0.19% 152
2018
Q1 		– Sell
-642,900
Closed -$78.2M – 2114
2017
Q4 		$78.2M Buy
+642,900
New +$80.5M 0.24% 90
2017
Q1 		– Sell
-284,400
Closed -$20M – 1679
2016
Q4 		$20M Buy
+284,400
New +$20.9M 0.11% 274
2016
Q2 		– Sell
-90,000
Closed -$6.01M – 1300
2016
Q1 		$6.01M Hold
90,000
– – 0.04% 505
2015
Q4 		$5.46M Sell
90,000
-270,000
-75% -$15.2M 0.04% 478
2015
Q3 		$18.4M Buy
+360,000
New +$20.4M 0.14% 207

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dmitry Balyasny's ISRG Position: Q2 2026 in Review

Dmitry Balyasny reduced its Intuitive Surgical (ISRG) stake by 91% in Q2 2026, selling an estimated $51.5M and leaving 10,960 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #1435.

Dmitry Balyasny first reported a position in ISRG in Q1 2014 and has held it in 44 quarters since. The position peaked at $269M in Q4 2025. 2,238 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Dmitry Balyasny held 10,960 shares of Intuitive Surgical worth $4.36M as of Q2 2026.
  • Dmitry Balyasny sold 117,779 Intuitive Surgical shares in Q2 2026, an estimated $51.5M.
  • Intuitive Surgical made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1435 holding.
  • Dmitry Balyasny first reported a position in Intuitive Surgical in Q1 2014 and has held it in 44 quarters since.
  • Dmitry Balyasny's Intuitive Surgical position peaked at $269M in Q4 2025.
  • 2,238 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.