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J. Stern & Co’s Intuitive Surgical ISRG Stock Holding History

J. Stern & Co’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 		$1.92M Sell
4,159
-2,123,089
-100% -$1.07B 0.19% 32
2025
Q4 		$2.13B Buy
2,127,248
+2,115,814
+18,505% +$1.13B 0.18% 31
2025
Q3 		$5.11M Buy
+11,434
New +$5.49M 0.39% 31

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

J. Stern & Co's ISRG Position: Q1 2026 in Review

J. Stern & Co reduced its Intuitive Surgical (ISRG) stake by 100% in Q1 2026, selling an estimated $1.07B and leaving 4,159 shares worth $1.92M. The position accounts for 0.19% of the portfolio, ranked #32.

J. Stern & Co first reported a position in ISRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.13B in Q4 2025. 2,306 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • J. Stern & Co held 4,159 shares of Intuitive Surgical worth $1.92M as of Q1 2026.
  • J. Stern & Co sold 2,123,089 Intuitive Surgical shares in Q1 2026, an estimated $1.07B.
  • Intuitive Surgical made up 0.19% of J. Stern & Co's portfolio in Q1 2026, its #32 holding.
  • J. Stern & Co first reported a position in Intuitive Surgical in Q3 2025 and has held it in 3 quarters since.
  • J. Stern & Co's Intuitive Surgical position peaked at $2.13B in Q4 2025.
  • 2,306 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.