EH
ISRG icon

Equitable Holdings’s Intuitive Surgical ISRG Stock Holding History

Equitable Holdings’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 		$5.56M Sell
13,981
-1,410
-9% -$616K 0.03% 428
2026
Q1 		$7.87M Buy
15,391
+5,141
+50% +$2.6M 0.05% 322
2025
Q4 		$5.81M Buy
10,250
+2,816
+38% +$1.5M 0.04% 340
2025
Q3 		$3.32M Buy
7,434
+204
+3% +$97.9K 0.02% 460
2025
Q2 		$3.93M Buy
7,230
+1,183
+20% +$619K 0.03% 383
2025
Q1 		$2.99M Buy
6,047
+875
+17% +$484K 0.03% 414
2024
Q4 		$2.7M Buy
5,172
+14
+0.3% +$7.29K 0.03% 411
2024
Q3 		$2.53M Buy
5,158
+405
+9% +$189K 0.02% 426
2024
Q2 		$2.11M Buy
4,753
+306
+7% +$122K 0.02% 443
2024
Q1 		$1.77M Sell
4,447
-273
-6% -$103K 0.02% 478
2023
Q4 		$1.59M Sell
4,720
-88
-2% -$26.2K 0.02% 470
2023
Q3 		$1.41M Buy
4,808
+912
+23% +$285K 0.02% 453
2023
Q2 		$1.33M Buy
+3,896
New +$1.18M 0.02% 446

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 $3.38T AUM 44.17% 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

Equitable Holdings's ISRG Position: Q2 2026 in Review

Equitable Holdings reduced its Intuitive Surgical (ISRG) stake by 9.2% in Q2 2026, selling an estimated $616K and leaving 13,981 shares worth $5.56M. The position accounts for 0.03% of the portfolio, ranked #428.

Equitable Holdings first reported a position in ISRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.87M in Q1 2026. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Equitable Holdings held 13,981 shares of Intuitive Surgical worth $5.56M as of Q2 2026.
  • Equitable Holdings sold 1,410 Intuitive Surgical shares in Q2 2026, an estimated $616K.
  • Intuitive Surgical made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #428 holding.
  • Equitable Holdings first reported a position in Intuitive Surgical in Q2 2023 and has held it in 13 quarters since.
  • Equitable Holdings's Intuitive Surgical position peaked at $7.87M in Q1 2026.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.