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IPG Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

IPG Investment Advisors’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 		– Sell
-2,736
Closed -$1.55M – 259
2025
Q4 		$1.55M Buy
+2,736
New +$1.46M 0.27% 83
2025
Q3 		– Sell
-2,669
Closed -$1.45M – 224
2025
Q2 		$1.45M Sell
2,669
-211
-7% -$110K 0.28% 64
2025
Q1 		$1.43M Buy
2,880
+109
+4% +$60.3K 0.32% 54
2024
Q4 		$1.45M Buy
2,771
+376
+16% +$196K 0.33% 57
2024
Q3 		$1.18M Buy
+2,395
New +$1.12M 0.26% 68
2024
Q1 		– Sell
-4,065
Closed -$1.37M – 190
2023
Q4 		$1.37M Buy
4,065
+2,092
+106% +$624K 0.27% 57
2023
Q3 		$577K Sell
1,973
-512
-21% -$160K 0.13% 101
2023
Q2 		$850K Buy
+2,485
New +$752K 0.19% 74
2019
Q2 		– Sell
-1,665
Closed -$317K – 158
2019
Q1 		$317K Sell
1,665
-540
-24% -$96K 0.11% 107
2018
Q4 		$352K Sell
2,205
-360
-14% -$61K 0.13% 89
2018
Q3 		$491K Buy
2,565
+60
+2% +$10.7K 0.16% 86
2018
Q2 		$400K Buy
+2,505
New +$382K 0.14% 95

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

IPG Investment Advisors's ISRG Position: Q1 2026 in Review

IPG Investment Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 2,736 shares — an estimated $1.55M sold.

IPG Investment Advisors first reported a position in ISRG in Q2 2018 and held it in 12 quarters. The position peaked at $1.55M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • IPG Investment Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • IPG Investment Advisors sold 2,736 Intuitive Surgical shares in Q1 2026, an estimated $1.55M.
  • IPG Investment Advisors first reported a position in Intuitive Surgical in Q2 2018 and held it in 12 quarters.
  • IPG Investment Advisors's Intuitive Surgical position peaked at $1.55M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.