J. Safra Asset Management’s Intuitive Surgical ISRG Stock Holding History

J. Safra Asset Management’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	$271K	Buy	588 +24	+4%	+$12.1K	0.01%	201
2025 Q4	$319K	Buy	564 +3	+0.5%	+$1.6K	0.02%	188
2025 Q3	$251K	Buy	561 +108	+24%	+$51.8K	0.02%	161
2025 Q2	$246K	Sell	453 -1	-0.2%	-$523	0.02%	148
2025 Q1	$225K	Sell	454 -49	-10%	-$27.1K	0.02%	132
2024 Q4	$265K	Buy	503 +303	+152%	+$158K	0.02%	102
2024 Q3	$95.8K	Buy	200 +2	+1%	+$931	0.01%	117
2024 Q2	$88.1K	Buy	+198	New	+$78.9K	0.01%	102
2022 Q4	–	Sell	-8	Closed	–	–	100
2022 Q3	$0	Buy	+8	New	+$1.72K	﹤0.01%	65
2022 Q2	–	Sell	-24	Closed	–	–	83
2022 Q1	$0	Buy	+24	New	+$7.01K	﹤0.01%	88

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Safra Asset Management's ISRG Position: Q1 2026 in Review

J. Safra Asset Management increased its Intuitive Surgical (ISRG) stake by 4.3% in Q1 2026, buying an estimated $12.1K and bringing the position to 588 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #201.

J. Safra Asset Management first reported a position in ISRG in Q1 2022 and has held it in 10 quarters since. The position peaked at $319K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

J. Safra Asset Management held 588 shares of Intuitive Surgical worth $271K as of Q1 2026.
J. Safra Asset Management bought 24 Intuitive Surgical shares in Q1 2026, an estimated $12.1K.
Intuitive Surgical made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #201 holding.
J. Safra Asset Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 10 quarters since.
J. Safra Asset Management's Intuitive Surgical position peaked at $319K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.