GLR
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Great Lakes Retirement’s Intuitive Surgical ISRG Stock Holding History

Great Lakes Retirement’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 		$278K Buy
604
+20
+3% +$10.1K 0.03% 202
2025
Q4 		$331K Sell
584
-2
-0.3% -$1.06K 0.03% 193
2025
Q3 		$262K Sell
586
-2,781
-83% -$1.33M 0.03% 190
2025
Q2 		$1.83M Buy
3,367
+91
+3% +$47.6K 0.22% 104
2025
Q1 		$1.62M Buy
3,276
+61
+2% +$33.7K 0.21% 105
2024
Q4 		$1.68M Buy
3,215
+50
+2% +$26K 0.22% 104
2024
Q3 		$1.55M Sell
3,165
-15
-0.5% -$6.98K 0.2% 110
2024
Q2 		$1.41M Buy
+3,180
New +$1.27M 0.19% 102

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

Great Lakes Retirement's ISRG Position: Q1 2026 in Review

Great Lakes Retirement increased its Intuitive Surgical (ISRG) stake by 3.4% in Q1 2026, buying an estimated $10.1K and bringing the position to 604 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #202.

Great Lakes Retirement first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Great Lakes Retirement held 604 shares of Intuitive Surgical worth $278K as of Q1 2026.
  • Great Lakes Retirement bought 20 Intuitive Surgical shares in Q1 2026, an estimated $10.1K.
  • Intuitive Surgical made up 0.03% of Great Lakes Retirement's portfolio in Q1 2026, its #202 holding.
  • Great Lakes Retirement first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Great Lakes Retirement's Intuitive Surgical position peaked at $1.83M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.