JF
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JSF Financial’s Intuitive Surgical ISRG Stock Holding History

JSF Financial’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 		– Sell
-412
Closed -$233K – 131
2025
Q4 		$233K Sell
412
-151
-27% -$80.4K 0.05% 120
2025
Q3 		$252K Buy
563
+166
+42% +$79.7K 0.06% 108
2025
Q2 		$216K Buy
+397
New +$208K 0.05% 122

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSF Financial's ISRG Position: Q1 2026 in Review

JSF Financial sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 412 shares — an estimated $233K sold.

JSF Financial first reported a position in ISRG in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • JSF Financial reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 412 Intuitive Surgical shares in Q1 2026, an estimated $233K.
  • JSF Financial first reported a position in Intuitive Surgical in Q2 2025 and held it in 3 quarters.
  • JSF Financial's Intuitive Surgical position peaked at $252K in Q3 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.