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ISRG icon

Horizon Investments’s Intuitive Surgical ISRG Stock Holding History

Horizon Investments’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 		$11.2M Sell
24,331
-7,264
-23% -$3.67M 0.13% 135
2025
Q4 		$17.9M Buy
31,595
+13,310
+73% +$7.09M 0.23% 76
2025
Q3 		$8.18M Sell
18,285
-6,812
-27% -$3.27M 0.11% 161
2025
Q2 		$13.6M Buy
25,097
+14,033
+127% +$7.34M 0.22% 78
2025
Q1 		$5.48M Sell
11,064
-820
-7% -$453K 0.16% 73
2024
Q4 		$6.2M Buy
11,884
+2,916
+33% +$1.52M 0.18% 62
2024
Q3 		$4.41M Sell
8,968
-56
-0.6% -$26.1K 0.12% 86
2024
Q2 		$4.01M Buy
9,024
+1,881
+26% +$749K 0.11% 86
2024
Q1 		$2.85M Buy
7,143
+189
+3% +$71.4K 0.07% 124
2023
Q4 		$2.35M Buy
6,954
+2,855
+70% +$851K 0.07% 133
2023
Q3 		$1.2M Buy
4,099
+131
+3% +$40.9K 0.04% 162
2023
Q2 		$1.36M Buy
3,968
+619
+18% +$187K 0.04% 156
2023
Q1 		$856K Buy
3,349
+355
+12% +$87.5K 0.03% 204
2022
Q4 		$794K Buy
2,994
+488
+19% +$119K 0.02% 275
2022
Q3 		$470K Sell
2,506
-1,717
-41% -$369K 0.01% 334
2022
Q2 		$848K Buy
4,223
+19
+0.5% +$4.46K 0.03% 202
2022
Q1 		$1.27M Buy
4,204
+765
+22% +$223K 0.04% 196
2021
Q4 		$1.24M Buy
3,439
+1,141
+50% +$393K 0.04% 181
2021
Q3 		$254K Buy
2,298
+126
+6% +$42.3K 0.01% 426
2021
Q2 		$666K Buy
2,172
+57
+3% +$16K 0.02% 271
2021
Q1 		$521K Sell
2,115
-717
-25% -$180K 0.02% 288
2020
Q4 		$772K Sell
2,832
-6
-0.2% -$1.49K 0.88% 38
2020
Q3 		$671K Sell
2,838
-1,614
-36% -$362K 0.02% 231
2020
Q2 		$846K Buy
4,452
+1,752
+65% +$314K 0.02% 268
2020
Q1 		$446K Buy
2,700
+210
+8% +$38.5K 0.02% 195
2019
Q4 		$491K Buy
2,490
+939
+61% +$176K 0.02% 297
2019
Q3 		$279K Buy
1,551
+243
+19% +$42K 0.01% 265
2019
Q2 		$229K Sell
1,308
-108
-8% -$18.5K 0.01% 506
2019
Q1 		$269K Buy
+1,416
New +$252K 0.01% 292

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

Horizon Investments's ISRG Position: Q1 2026 in Review

Horizon Investments reduced its Intuitive Surgical (ISRG) stake by 23% in Q1 2026, selling an estimated $3.67M and leaving 24,331 shares worth $11.2M. The position accounts for 0.13% of the portfolio, ranked #135.

Horizon Investments first reported a position in ISRG in Q1 2019 and has held it in 29 quarters since. The position peaked at $17.9M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Horizon Investments held 24,331 shares of Intuitive Surgical worth $11.2M as of Q1 2026.
  • Horizon Investments sold 7,264 Intuitive Surgical shares in Q1 2026, an estimated $3.67M.
  • Intuitive Surgical made up 0.13% of Horizon Investments's portfolio in Q1 2026, its #135 holding.
  • Horizon Investments first reported a position in Intuitive Surgical in Q1 2019 and has held it in 29 quarters since.
  • Horizon Investments's Intuitive Surgical position peaked at $17.9M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.