GIM
ISRG icon

Generate Investment Management’s Intuitive Surgical ISRG Stock Holding History

Generate Investment Management’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 		$456K Sell
989
-19,265
-95% -$9.75M 0.02% 66
2025
Q4 		$11.5M Buy
20,254
+7,754
+62% +$4.13M 0.52% 50
2025
Q3 		$5.59M Buy
+12,500
New +$6M 0.28% 74
2025
Q2 		– Sell
-14,682
Closed -$7.27M – 98
2025
Q1 		$7.27M Buy
+14,682
New +$8.12M 0.51% 58

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

Generate Investment Management's ISRG Position: Q1 2026 in Review

Generate Investment Management reduced its Intuitive Surgical (ISRG) stake by 95% in Q1 2026, selling an estimated $9.75M and leaving 989 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #66.

Generate Investment Management first reported a position in ISRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Generate Investment Management held 989 shares of Intuitive Surgical worth $456K as of Q1 2026.
  • Generate Investment Management sold 19,265 Intuitive Surgical shares in Q1 2026, an estimated $9.75M.
  • Intuitive Surgical made up 0.02% of Generate Investment Management's portfolio in Q1 2026, its #66 holding.
  • Generate Investment Management first reported a position in Intuitive Surgical in Q1 2025 and has held it in 4 quarters since.
  • Generate Investment Management's Intuitive Surgical position peaked at $11.5M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.