EI
ISRG icon

Ellevest Inc’s Intuitive Surgical ISRG Stock Holding History

Ellevest Inc’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 		$862K Buy
1,869
+113
+6% +$57.2K 0.12% 124
2025
Q4 		$995K Sell
1,756
-108
-6% -$57.5K 0.14% 99
2025
Q3 		$834K Buy
1,864
+371
+25% +$178K 0.12% 123
2025
Q2 		$811K Sell
1,493
-55
-4% -$28.8K 0.13% 117
2025
Q1 		$767K Sell
1,548
-660
-30% -$365K 0.05% 130
2024
Q4 		$1.15M Buy
2,208
+53
+2% +$27.6K 0.07% 94
2024
Q3 		$1.06M Buy
2,155
+21
+1% +$9.78K 0.06% 102
2024
Q2 		$949K Buy
2,134
+163
+8% +$64.9K 0.06% 101
2024
Q1 		$787K Sell
1,971
-25
-1% -$9.45K 0.05% 128
2023
Q4 		$673K Buy
1,996
+90
+5% +$26.8K 0.05% 137
2023
Q3 		$557K Buy
1,906
+71
+4% +$22.2K 0.04% 131
2023
Q2 		$627K Sell
1,835
-113
-6% -$34.2K 0.05% 115
2023
Q1 		$498K Sell
1,948
-30
-2% -$7.39K 0.04% 139
2022
Q4 		$525K Buy
1,978
+99
+5% +$24.1K 0.04% 115
2022
Q3 		$352K Buy
1,879
+128
+7% +$27.5K 0.03% 154
2022
Q2 		$351K Sell
1,751
-180
-9% -$42.2K 0.03% 165
2022
Q1 		$583K Buy
1,931
+250
+15% +$73K 0.05% 91
2021
Q4 		$604K Buy
1,681
+61
+4% +$21K 0.05% 82
2021
Q3 		$537K Buy
1,620
+33
+2% +$11.1K 0.05% 85
2021
Q2 		$486K Buy
1,587
+282
+22% +$79.1K 0.05% 91
2021
Q1 		$321K Buy
1,305
+183
+16% +$46K 0.04% 119
2020
Q4 		$306K Buy
1,122
+234
+26% +$58.1K 0.04% 103
2020
Q3 		$210K Buy
888
+93
+12% +$20.9K 0.04% 128
2020
Q2 		$151K Buy
795
+345
+77% +$61.8K 0.03% 136
2020
Q1 		$74K Buy
450
+138
+44% +$25.3K 0.02% 173
2019
Q4 		$61K Buy
312
+288
+1,200% +$53.9K 0.02% 150
2019
Q3 		$4K Sell
24
-12
-33% -$2.08K ﹤0.01% 284
2019
Q2 		$6K Buy
36
+18
+100% +$3.08K ﹤0.01% 284
2019
Q1 		$3K Sell
18
-6
-25% -$1.07K ﹤0.01% 269
2018
Q4 		$4K Buy
+24
New +$4.07K ﹤0.01% 444

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

Ellevest Inc's ISRG Position: Q1 2026 in Review

Ellevest Inc increased its Intuitive Surgical (ISRG) stake by 6.4% in Q1 2026, buying an estimated $57.2K and bringing the position to 1,869 shares worth $862K. The position accounts for 0.12% of the portfolio, ranked #124.

Ellevest Inc first reported a position in ISRG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.15M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ellevest Inc held 1,869 shares of Intuitive Surgical worth $862K as of Q1 2026.
  • Ellevest Inc bought 113 Intuitive Surgical shares in Q1 2026, an estimated $57.2K.
  • Intuitive Surgical made up 0.12% of Ellevest Inc's portfolio in Q1 2026, its #124 holding.
  • Ellevest Inc first reported a position in Intuitive Surgical in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's Intuitive Surgical position peaked at $1.15M in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.