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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 $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

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.