EI
ISRG icon

Ethic Inc’s Intuitive Surgical ISRG Stock Holding History

Ethic 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
Q2 		$17.5M Buy
44,089
+1,291
+3% +$564K 0.22% 80
2026
Q1 		$19.7M Sell
42,798
-451
-1% -$228K 0.31% 54
2025
Q4 		$24.5M Buy
43,249
+2,844
+7% +$1.51M 0.38% 39
2025
Q3 		$18.1M Buy
40,405
+13,791
+52% +$6.62M 0.3% 57
2025
Q2 		$14.2M Sell
26,614
-1,270
-5% -$664K 0.25% 74
2025
Q1 		$13.8M Sell
27,884
-14,138
-34% -$7.82M 0.28% 67
2024
Q4 		$21.9M Buy
42,022
+6,906
+20% +$3.6M 0.44% 28
2024
Q3 		$14M Sell
35,116
-3,151
-8% -$1.47M 0.35% 48
2024
Q2 		$17M Buy
38,267
+3,151
+9% +$1.25M 0.4% 37
2024
Q1 		$14M Buy
35,116
+4,364
+14% +$1.65M 0.35% 48
2023
Q4 		$10.4M Buy
30,752
+1,188
+4% +$354K 0.31% 59
2023
Q3 		$8.64M Buy
29,564
+3,810
+15% +$1.19M 0.3% 65
2023
Q2 		$8.81M Buy
25,754
+1,256
+5% +$380K 0.33% 56
2023
Q1 		$6.26M Buy
24,498
+2,831
+13% +$697K 0.25% 89
2022
Q4 		$5.75M Sell
21,667
-10
-0% -$2.44K 0.31% 73
2022
Q3 		$4.06M Buy
21,677
+1,754
+9% +$377K 0.28% 85
2022
Q2 		$4M Buy
19,923
+1,923
+11% +$451K 0.28% 89
2022
Q1 		$5.43M Buy
18,000
+1,341
+8% +$392K 0.37% 53
2021
Q4 		$5.99M Buy
16,659
+2,433
+17% +$837K 0.46% 40
2021
Q3 		$4.71M Buy
14,226
+411
+3% +$138K 0.48% 35
2021
Q2 		$4.24M Buy
13,815
+4,515
+49% +$1.27M 0.51% 32
2021
Q1 		$2.29M Buy
9,300
+3,792
+69% +$954K 0.41% 48
2020
Q4 		$1.5M Buy
5,508
+1,089
+25% +$270K 0.4% 57
2020
Q3 		$1.04M Buy
4,419
+861
+24% +$193K 0.4% 50
2020
Q2 		$676K Buy
3,558
+1,149
+48% +$206K 0.38% 61
2020
Q1 		$398K Buy
2,409
+618
+35% +$113K 0.33% 98
2019
Q4 		$353K Buy
+1,791
New +$335K 0.26% 130

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 $3.37T AUM 44.26% 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

Ethic Inc's ISRG Position: Q2 2026 in Review

Ethic Inc increased its Intuitive Surgical (ISRG) stake by 3% in Q2 2026, buying an estimated $564K and bringing the position to 44,089 shares worth $17.5M. The position accounts for 0.22% of the portfolio, ranked #80.

Ethic Inc first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.5M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Ethic Inc held 44,089 shares of Intuitive Surgical worth $17.5M as of Q2 2026.
  • Ethic Inc bought 1,291 Intuitive Surgical shares in Q2 2026, an estimated $564K.
  • Intuitive Surgical made up 0.22% of Ethic Inc's portfolio in Q2 2026, its #80 holding.
  • Ethic Inc first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Intuitive Surgical position peaked at $24.5M in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.