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Kestra Investment Management’s Intuitive Surgical ISRG Stock Holding History

Kestra Investment Management’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 		$388K Sell
843
-320
-28% -$162K 0.01% 321
2025
Q4 		$659K Sell
1,163
-330
-22% -$176K 0.02% 246
2025
Q3 		$668K Sell
1,493
-1,020
-41% -$489K 0.02% 239
2025
Q2 		$1.31M Buy
2,513
+1,306
+108% +$683K 0.02% 237
2025
Q1 		$598K Buy
1,207
+751
+165% +$415K 0.02% 246
2024
Q4 		$238K Sell
456
-317
-41% -$165K 0.01% 327
2024
Q3 		$380K Buy
+773
New +$360K 0.02% 239

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

Kestra Investment Management's ISRG Position: Q1 2026 in Review

Kestra Investment Management reduced its Intuitive Surgical (ISRG) stake by 28% in Q1 2026, selling an estimated $162K and leaving 843 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #321.

Kestra Investment Management first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kestra Investment Management held 843 shares of Intuitive Surgical worth $388K as of Q1 2026.
  • Kestra Investment Management sold 320 Intuitive Surgical shares in Q1 2026, an estimated $162K.
  • Intuitive Surgical made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #321 holding.
  • Kestra Investment Management first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Intuitive Surgical position peaked at $1.31M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.