EF
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Empowered Funds’s Intuitive Surgical ISRG Stock Holding History

Empowered Funds’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 		$20.3M Buy
43,981
+25,886
+143% +$13.1M 0.13% 157
2025
Q4 		$10.2M Buy
18,095
+2,508
+16% +$1.34M 0.17% 130
2025
Q3 		$6.97M Buy
15,587
+3,794
+32% +$1.82M 0.07% 378
2025
Q2 		$6.41M Buy
11,793
+2,465
+26% +$1.29M 0.07% 369
2025
Q1 		$4.62M Sell
9,328
-13,678
-59% -$7.56M 0.07% 406
2024
Q4 		$12M Buy
23,006
+14,829
+181% +$7.72M 0.18% 107
2024
Q3 		$4.02M Buy
8,177
+345
+4% +$161K 0.06% 427
2024
Q2 		$3.48M Buy
7,832
+739
+10% +$294K 0.06% 429
2024
Q1 		$2.83M Buy
7,093
+354
+5% +$134K 0.05% 488
2023
Q4 		$2.27M Buy
6,739
+601
+10% +$179K 0.06% 481
2023
Q3 		$1.79M Buy
6,138
+507
+9% +$158K 0.05% 483
2023
Q2 		$1.93M Buy
5,631
+889
+19% +$269K 0.07% 406
2023
Q1 		$1.21M Buy
4,742
+3,654
+336% +$900K 0.07% 259
2022
Q4 		$289K Buy
+1,088
New +$265K 0.02% 400
2018
Q2 		– Sell
-8,718
Closed -$1.17M – 109
2018
Q1 		$1.17M Buy
8,718
+1,503
+21% +$210K 0.43% 68
2017
Q4 		$878K Buy
+7,215
New +$903K 0.44% 88

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

Empowered Funds's ISRG Position: Q1 2026 in Review

Empowered Funds increased its Intuitive Surgical (ISRG) stake by 143% in Q1 2026, buying an estimated $13.1M and bringing the position to 43,981 shares worth $20.3M. The position accounts for 0.13% of the portfolio, ranked #157.

Empowered Funds first reported a position in ISRG in Q4 2017 and has held it in 16 quarters since. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Empowered Funds held 43,981 shares of Intuitive Surgical worth $20.3M as of Q1 2026.
  • Empowered Funds bought 25,886 Intuitive Surgical shares in Q1 2026, an estimated $13.1M.
  • Intuitive Surgical made up 0.13% of Empowered Funds's portfolio in Q1 2026, its #157 holding.
  • Empowered Funds first reported a position in Intuitive Surgical in Q4 2017 and has held it in 16 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.