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Financial Perspectives’s Intuitive Surgical ISRG Stock Holding History

Financial Perspectives’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 		$503K Hold
1,091
– – 0.14% 92
2025
Q4 		$618K Hold
1,091
– – 0.17% 81
2025
Q3 		$488K Hold
1,091
– – 0.14% 96
2025
Q2 		$593K Hold
1,091
– – 0.18% 76
2025
Q1 		$540K Hold
1,091
– – 0.19% 76
2024
Q4 		$569K Hold
1,091
– – 0.19% 75
2024
Q3 		$536K Hold
1,091
– – 0.19% 74
2024
Q2 		$485K Hold
1,091
– – 0.18% 73
2024
Q1 		$435K Hold
1,091
– – 0.17% 79
2023
Q4 		$368K Hold
1,091
– – 0.15% 86
2023
Q3 		$319K Hold
1,091
– – 0.15% 85
2023
Q2 		$373K Hold
1,091
– – 0.16% 80
2023
Q1 		$279K Hold
1,091
– – 0.13% 97
2022
Q4 		$289K Hold
1,091
– – 0.15% 91
2022
Q3 		$204K Buy
1,091
+11
+1% +$2.36K 0.11% 118
2022
Q2 		$217K Hold
1,080
– – 0.12% 110
2022
Q1 		$326K Hold
1,080
– – 0.15% 84
2021
Q4 		$388K Hold
1,080
– – 0.18% 71
2021
Q3 		$358K Hold
1,080
– – 0.18% 81
2021
Q2 		$331K Sell
1,080
-1,060,632
-100% -$298M 0.16% 92
2021
Q1 		$479K Buy
1,061,712
+1,060,632
+98,207% +$267M 0.02% 294
2020
Q4 		$295K Hold
1,080
– – 0.17% 87
2020
Q3 		$255K Hold
1,080
– – 0.17% 82
2020
Q2 		$205K Hold
1,080
– – 0.15% 82
2020
Q1 		$178K Hold
1,080
– – 0.14% 78
2019
Q4 		$213K Buy
+1,080
New +$202K 0.15% 80

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

Financial Perspectives's ISRG Position: Q1 2026 in Review

Financial Perspectives held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 1,091 shares worth $503K. The position accounts for 0.14% of the portfolio, ranked #92.

Financial Perspectives first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $618K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Financial Perspectives held 1,091 shares of Intuitive Surgical worth $503K as of Q1 2026.
  • Financial Perspectives left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.14% of Financial Perspectives's portfolio in Q1 2026, its #92 holding.
  • Financial Perspectives first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Intuitive Surgical position peaked at $618K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.