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Johnson Financial Group Inc (Wisconsin)’s Intuitive Surgical ISRG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$260K Sell
565
-152
-21% -$76.9K 0.01% 287
2025
Q4 		$406K Sell
717
-252
-26% -$134K 0.02% 253
2025
Q3 		$433K Buy
969
+194
+25% +$93.1K 0.02% 262
2025
Q2 		$421K Buy
775
+197
+34% +$103K 0.02% 232
2025
Q1 		$286K Buy
578
+290
+101% +$160K 0.01% 295
2024
Q4 		$165K Buy
288
+13
+5% +$6.77K 0.01% 315
2024
Q3 		$135K Sell
275
-1,086
-80% -$506K 0.01% 406
2024
Q2 		$605K Buy
1,361
+1,230
+939% +$490K 0.03% 185
2024
Q1 		$52.3K Hold
131
– – ﹤0.01% 424
2023
Q4 		$44.2K Sell
131
-4
-3% -$1.19K ﹤0.01% 462
2023
Q3 		$39.5K Buy
135
+10
+8% +$3.12K ﹤0.01% 420
2023
Q2 		$42.7K Sell
125
-25
-17% -$7.56K ﹤0.01% 424
2023
Q1 		$38.3K Sell
150
-92
-38% -$22.7K ﹤0.01% 427
2022
Q4 		$64.2K Sell
242
-139
-36% -$33.9K 0.01% 325
2022
Q3 		$89K Sell
381
-1,048
-73% -$225K 0.01% 306
2022
Q2 		$287K Buy
1,429
+203
+17% +$47.6K 0.02% 211
2022
Q1 		$370K Buy
1,226
+812
+196% +$237K 0.03% 212
2021
Q4 		$149K Hold
414
– – 0.01% 309
2021
Q3 		$137K Hold
414
– – 0.01% 290
2021
Q2 		$127K Hold
414
– – 0.01% 316
2021
Q1 		$102K Buy
414
+15
+4% +$3.77K 0.01% 336
2020
Q4 		$109K Buy
+399
New +$99.1K 0.01% 248
2019
Q1 		– Sell
-276
Closed -$44K – 541
2018
Q4 		$44K Buy
+276
New +$46.8K ﹤0.01% 322
2014
Q3 		– Sell
-135
Closed -$6K – 772
2014
Q2 		$6K Sell
135
-270
-67% -$11.9K ﹤0.01% 633
2014
Q1 		$20K Buy
405
+378
+1,400% +$17.8K 0.01% 525
2013
Q4 		$1K Buy
+27
New +$1.14K ﹤0.01% 675

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

Johnson Financial Group Inc (Wisconsin)'s ISRG Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Intuitive Surgical (ISRG) stake by 21% in Q1 2026, selling an estimated $76.9K and leaving 565 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #287.

Johnson Financial Group Inc (Wisconsin) first reported a position in ISRG in Q4 2013 and has held it in 26 quarters since. The position peaked at $605K in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 565 shares of Intuitive Surgical worth $260K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 152 Intuitive Surgical shares in Q1 2026, an estimated $76.9K.
  • Intuitive Surgical made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #287 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Intuitive Surgical in Q4 2013 and has held it in 26 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Intuitive Surgical position peaked at $605K in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.