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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
2024
Q1 		– Sell
-6,400
Closed -$2.16M – 1814
2023
Q4 		$2.16M Buy
+6,400
New +$1.91M 0.01% 684

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's ISRG Position: Q2 2026 in Review

Jefferies Financial Group increased its Intuitive Surgical (ISRG) stake by 92% in Q2 2026, buying an estimated $759K and bringing the position to 3,626 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #816.

Jefferies Financial Group first reported a position in ISRG in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.64M in Q3 2024. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Jefferies Financial Group held 3,626 shares of Intuitive Surgical worth $1.44M as of Q2 2026.
  • Jefferies Financial Group bought 1,738 Intuitive Surgical shares in Q2 2026, an estimated $759K.
  • Intuitive Surgical made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #816 holding.
  • Jefferies Financial Group first reported a position in Intuitive Surgical in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Intuitive Surgical position peaked at $2.64M in Q3 2024.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.