EDRH
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Edmond de Rothschild Holding’s Intuitive Surgical ISRG Stock Holding History

Edmond de Rothschild Holding’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
2024
Q2 		– Sell
-9,000
Closed -$179K – 690
2024
Q1 		$179K Buy
+9,000
New +$3.4M ﹤0.01% 435
2023
Q4 		– Sell
-10,000
Closed -$117K – 721
2023
Q3 		$117K Buy
+10,000
New +$3.12M ﹤0.01% 469

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

Edmond de Rothschild Holding's ISRG Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Intuitive Surgical (ISRG) stake by 42% in Q1 2026, selling an estimated $348K and leaving 948 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #330.

Edmond de Rothschild Holding first reported a position in ISRG in Q1 2016 and has held it in 35 quarters since. The position peaked at $11.2M in Q2 2023. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Edmond de Rothschild Holding held 948 shares of Intuitive Surgical worth $437K as of Q1 2026.
  • Edmond de Rothschild Holding sold 687 Intuitive Surgical shares in Q1 2026, an estimated $348K.
  • Intuitive Surgical made up 0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #330 holding.
  • Edmond de Rothschild Holding first reported a position in Intuitive Surgical in Q1 2016 and has held it in 35 quarters since.
  • Edmond de Rothschild Holding's Intuitive Surgical position peaked at $11.2M in Q2 2023.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.