EF
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Empirical Finance’s Intuitive Surgical ISRG Stock Holding History

Empirical Finance’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 		$5.44M Sell
11,795
-18
-0.2% -$9.11K 0.26% 81
2025
Q4 		$6.69M Sell
11,813
-804
-6% -$428K 0.32% 58
2025
Q3 		$5.64M Buy
12,617
+418
+3% +$201K 0.27% 73
2025
Q2 		$6.63M Buy
12,199
+83
+0.7% +$43.4K 0.35% 55
2025
Q1 		$6M Buy
12,116
+161
+1% +$89K 0.36% 51
2024
Q4 		$6.24M Sell
11,955
-151
-1% -$78.6K 0.36% 53
2024
Q3 		$5.95M Buy
12,106
+269
+2% +$125K 0.35% 57
2024
Q2 		$5.27M Sell
11,837
-811
-6% -$323K 0.33% 59
2024
Q1 		$5.05M Buy
12,648
+433
+4% +$164K 0.31% 65
2023
Q4 		$4.12M Buy
12,215
+12
+0.1% +$3.58K 0.29% 75
2023
Q3 		$3.57M Buy
12,203
+1,154
+10% +$360K 0.26% 83
2023
Q2 		$3.78M Buy
11,049
+1,143
+12% +$346K 0.29% 68
2023
Q1 		$2.53M Buy
9,906
+528
+6% +$130K 0.24% 94
2022
Q4 		$2.49M Buy
9,378
+729
+8% +$178K 0.26% 84
2022
Q3 		$1.62M Buy
8,649
+1,453
+20% +$312K 0.19% 111
2022
Q2 		$1.44M Buy
7,196
+379
+6% +$88.9K 0.18% 105
2022
Q1 		$2.06M Buy
6,817
+738
+12% +$216K 0.23% 85
2021
Q4 		$2.18M Buy
6,079
+1,630
+37% +$561K 0.26% 74
2021
Q3 		$1.47M Buy
4,449
+255
+6% +$85.6K 0.22% 95
2021
Q2 		$1.29M Buy
4,194
+579
+16% +$162K 0.21% 101
2021
Q1 		$986K Hold
3,615
– – 0.17% 141
2020
Q4 		$986K Buy
3,615
+639
+21% +$159K 0.17% 141
2020
Q3 		$704K Buy
2,976
+636
+27% +$143K 0.15% 146
2020
Q2 		$444K Buy
2,340
+342
+17% +$61.3K 0.11% 151
2020
Q1 		$330K Buy
1,998
+669
+50% +$123K 0.1% 157
2019
Q4 		$262K Buy
+1,329
New +$249K 0.06% 177
2017
Q1 		– Sell
-153
Closed -$11K – 321
2016
Q4 		$11K Buy
+153
New +$11.2K 0.01% 352

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

Empirical Finance's ISRG Position: Q1 2026 in Review

Empirical Finance reduced its Intuitive Surgical (ISRG) stake by 0.15% in Q1 2026, selling an estimated $9.11K and leaving 11,795 shares worth $5.44M. The position accounts for 0.26% of the portfolio, ranked #81.

Empirical Finance first reported a position in ISRG in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.69M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Empirical Finance held 11,795 shares of Intuitive Surgical worth $5.44M as of Q1 2026.
  • Empirical Finance sold 18 Intuitive Surgical shares in Q1 2026, an estimated $9.11K.
  • Intuitive Surgical made up 0.26% of Empirical Finance's portfolio in Q1 2026, its #81 holding.
  • Empirical Finance first reported a position in Intuitive Surgical in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's Intuitive Surgical position peaked at $6.69M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.