IC
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IEQ Capital’s Intuitive Surgical ISRG Stock Holding History

IEQ Capital’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 		$21.3M Sell
46,172
-864
-2% -$437K 0.1% 202
2025
Q4 		$26.6M Buy
47,036
+16,771
+55% +$8.93M 0.08% 152
2025
Q3 		$13.5M Sell
30,265
-4,096
-12% -$1.97M 0.04% 260
2025
Q2 		$18.7M Buy
34,361
+7,036
+26% +$3.68M 0.11% 136
2025
Q1 		$13.5M Buy
27,325
+5,498
+25% +$3.04M 0.11% 147
2024
Q4 		$11.4M Sell
21,827
-8,173
-27% -$4.26M 0.11% 115
2024
Q3 		$14.7M Buy
30,000
+2,960
+11% +$1.38M 0.18% 81
2024
Q2 		$12M Buy
27,040
+2,616
+11% +$1.04M 0.16% 87
2024
Q1 		$9.75M Buy
24,424
+1,953
+9% +$738K 0.14% 105
2023
Q4 		$7.58M Buy
22,471
+3,033
+16% +$904K 0.13% 113
2023
Q3 		$5.68M Buy
19,438
+3,314
+21% +$1.03M 0.12% 121
2023
Q2 		$5.51M Buy
16,124
+2,088
+15% +$632K 0.11% 124
2023
Q1 		$3.59M Sell
14,036
-2,745
-16% -$676K 0.08% 171
2022
Q4 		$4.45M Buy
16,781
+1,056
+7% +$257K 0.12% 137
2022
Q3 		$2.95M Buy
15,725
+2,942
+23% +$632K 0.08% 174
2022
Q2 		$2.57M Buy
12,783
+1,247
+11% +$293K 0.08% 172
2022
Q1 		$3.48M Buy
11,536
+191
+2% +$55.8K 0.08% 145
2021
Q4 		$4.08M Buy
11,345
+623
+6% +$214K 0.09% 124
2021
Q3 		$3.55M Buy
10,722
+4,359
+69% +$1.46M 0.09% 126
2021
Q2 		$1.95M Buy
6,363
+2,340
+58% +$656K 0.06% 180
2021
Q1 		$990K Buy
+4,023
New +$1.01M 0.04% 201
2020
Q4 		– Sell
-2,445
Closed -$578K – 304
2020
Q3 		$578K Buy
+2,445
New +$549K 0.03% 218
2020
Q2 		– Sell
-1,890
Closed -$312K – 365
2020
Q1 		$312K Buy
1,890
+66
+4% +$12.1K 0.03% 272
2019
Q4 		$360K Buy
+1,824
New +$342K 0.03% 277

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

IEQ Capital's ISRG Position: Q1 2026 in Review

IEQ Capital reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, selling an estimated $437K and leaving 46,172 shares worth $21.3M. The position accounts for 0.1% of the portfolio, ranked #202.

IEQ Capital first reported a position in ISRG in Q4 2019 and has held it in 24 quarters since. The position peaked at $26.6M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • IEQ Capital held 46,172 shares of Intuitive Surgical worth $21.3M as of Q1 2026.
  • IEQ Capital sold 864 Intuitive Surgical shares in Q1 2026, an estimated $437K.
  • Intuitive Surgical made up 0.1% of IEQ Capital's portfolio in Q1 2026, its #202 holding.
  • IEQ Capital first reported a position in Intuitive Surgical in Q4 2019 and has held it in 24 quarters since.
  • IEQ Capital's Intuitive Surgical position peaked at $26.6M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.