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
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 $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

Equitable Holdings's ISRG Position: Q1 2026 in Review

Equitable Holdings increased its Intuitive Surgical (ISRG) stake by 50% in Q1 2026, buying an estimated $2.6M and bringing the position to 15,391 shares worth $7.87M. The position accounts for 0.05% of the portfolio, ranked #322.

Equitable Holdings first reported a position in ISRG in Q2 2023 and has held it in 12 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Equitable Holdings held 15,391 shares of Intuitive Surgical worth $7.87M as of Q1 2026.
  • Equitable Holdings bought 5,141 Intuitive Surgical shares in Q1 2026, an estimated $2.6M.
  • Intuitive Surgical made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #322 holding.
  • Equitable Holdings first reported a position in Intuitive Surgical in Q2 2023 and has held it in 12 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.