IP
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Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Investment Partners’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 		$545K Sell
1,183
-15
-1% -$7.59K 0.19% 100
2025
Q4 		$678K Buy
1,198
+54
+5% +$28.7K 0.24% 88
2025
Q3 		$512K Buy
1,144
+60
+6% +$28.8K 0.18% 99
2025
Q2 		$589K Sell
1,084
-10
-0.9% -$5.23K 0.22% 89
2025
Q1 		$542K Sell
1,094
-17
-2% -$9.4K 0.22% 89
2024
Q4 		$580K Buy
1,111
+10
+0.9% +$5.21K 0.24% 87
2024
Q3 		$541K Hold
1,101
– – 0.23% 88
2024
Q2 		$490K Sell
1,101
-30
-3% -$11.9K 0.22% 89
2024
Q1 		$451K Buy
1,131
+36
+3% +$13.6K 0.2% 94
2023
Q4 		$369K Buy
1,095
+53
+5% +$15.8K 0.18% 102
2023
Q3 		$305K Buy
1,042
+21
+2% +$6.56K 0.16% 109
2023
Q2 		$349K Buy
1,021
+191
+23% +$57.8K 0.18% 105
2023
Q1 		$212K Hold
830
– – 0.11% 133
2022
Q4 		$220K Sell
830
-1,101
-57% -$268K 0.12% 133
2022
Q3 		$362K Buy
+1,931
New +$415K 0.11% 170
2022
Q2 		– Sell
-768
Closed -$232K – 158
2022
Q1 		$232K Buy
768
+35
+5% +$10.2K 0.1% 150
2021
Q4 		$263K Buy
+733
New +$252K 0.11% 146

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

Investment Partners's ISRG Position: Q1 2026 in Review

Investment Partners reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q1 2026, selling an estimated $7.59K and leaving 1,183 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #100.

Investment Partners first reported a position in ISRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $678K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Investment Partners held 1,183 shares of Intuitive Surgical worth $545K as of Q1 2026.
  • Investment Partners sold 15 Intuitive Surgical shares in Q1 2026, an estimated $7.59K.
  • Intuitive Surgical made up 0.19% of Investment Partners's portfolio in Q1 2026, its #100 holding.
  • Investment Partners first reported a position in Intuitive Surgical in Q4 2021 and has held it in 17 quarters since.
  • Investment Partners's Intuitive Surgical position peaked at $678K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.