Jefferies Financial Group’s Intuitive Surgical ISRG Stock Holding History

Jefferies Financial Group’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	$870K	Sell	1,888 -1,266	-40%	-$640K	0.01%	982
2025 Q4	$1.79M	Buy	3,154 +1,604	+103%	+$854K	0.01%	861
2025 Q3	$693K	Buy	1,550 +496	+47%	+$238K	﹤0.01%	987
2025 Q2	$573K	Sell	1,054 -3,930	-79%	-$2.05M	﹤0.01%	871
2025 Q1	$2.47M	Buy	4,984 +40	+0.8%	+$22.1K	0.02%	500
2024 Q4	$2.58M	Sell	4,944 -425	-8%	-$221K	0.02%	581
2024 Q3	$2.64M	Buy	+5,369	New	+$2.5M	0.02%	497
2024 Q1	–	Sell	-93	Closed	-$31.4K	–	1813
2023 Q4	$31.4K	Buy	+93	New	+$27.7K	﹤0.01%	1602
2023 Q2	–	Sell	-1,578	Closed	-$403K	–	1846
2023 Q1	$403K	Buy	+1,578	New	+$389K	﹤0.01%	1151

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

Jefferies Financial Group's ISRG Position: Q1 2026 in Review

Jefferies Financial Group reduced its Intuitive Surgical (ISRG) stake by 40% in Q1 2026, selling an estimated $640K and leaving 1,888 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #982.

Jefferies Financial Group first reported a position in ISRG in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.64M in Q3 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Jefferies Financial Group held 1,888 shares of Intuitive Surgical worth $870K as of Q1 2026.
Jefferies Financial Group sold 1,266 Intuitive Surgical shares in Q1 2026, an estimated $640K.
Intuitive Surgical made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #982 holding.
Jefferies Financial Group first reported a position in Intuitive Surgical in Q1 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Intuitive Surgical position peaked at $2.64M in Q3 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.