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Liberty One Investment Management’s Intuitive Surgical ISRG Stock Holding History

Liberty One 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 		$864K Buy
1,875
+713
+61% +$361K 0.09% 106
2025
Q4 		$658K Sell
1,162
-1,125
-49% -$599K 0.08% 101
2025
Q3 		$1.02M Buy
2,287
+501
+28% +$240K 0.06% 97
2025
Q2 		$971K Sell
1,786
-75
-4% -$39.2K 0.1% 89
2025
Q1 		$922K Buy
1,861
+489
+36% +$270K 0.09% 88
2024
Q4 		$716K Sell
1,372
-300
-18% -$156K 0.08% 99
2024
Q3 		$821K Sell
1,672
-137
-8% -$63.8K 0.08% 99
2024
Q2 		$805K Sell
1,809
-137
-7% -$54.6K 0.09% 96
2024
Q1 		$777K Sell
1,946
-691
-26% -$261K 0.09% 98
2023
Q4 		$890K Sell
2,637
-126
-5% -$37.6K 0.11% 84
2023
Q3 		$808K Sell
2,763
-59
-2% -$18.4K 0.12% 85
2023
Q2 		$965K Sell
2,822
-275
-9% -$83.2K 0.13% 79
2023
Q1 		$791K Sell
3,097
-13
-0.4% -$3.2K 0.11% 95
2022
Q4 		$825K Sell
3,110
-156
-5% -$38K 0.12% 91
2022
Q3 		$612K Buy
3,266
+1,998
+158% +$429K 0.1% 102
2022
Q2 		$1.17M Sell
1,268
-1,896
-60% -$445K 0.2% 84
2022
Q1 		$955K Sell
3,164
-40
-1% -$11.7K 0.15% 94
2021
Q4 		$1.15M Sell
3,204
-474
-13% -$163K 0.17% 86
2021
Q3 		$1.22M Sell
3,678
-126
-3% -$42.3K 0.21% 79
2021
Q2 		$1.17M Buy
3,804
+195
+5% +$54.7K 0.2% 84
2021
Q1 		$889K Buy
3,609
+138
+4% +$34.7K 0.16% 97
2020
Q4 		$947K Buy
3,471
+27
+0.8% +$6.7K 0.18% 81
2020
Q3 		$815K Sell
3,444
-267
-7% -$60K 0.17% 82
2020
Q2 		$705K Sell
3,711
-456
-11% -$81.7K 0.16% 90
2020
Q1 		$688K Sell
4,167
-192
-4% -$35.2K 0.18% 82
2019
Q4 		$859K Buy
+4,359
New +$816K 0.19% 86

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

Liberty One Investment Management's ISRG Position: Q1 2026 in Review

Liberty One Investment Management increased its Intuitive Surgical (ISRG) stake by 61% in Q1 2026, buying an estimated $361K and bringing the position to 1,875 shares worth $864K. The position accounts for 0.09% of the portfolio, ranked #106.

Liberty One Investment Management first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.22M in Q3 2021. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Liberty One Investment Management held 1,875 shares of Intuitive Surgical worth $864K as of Q1 2026.
  • Liberty One Investment Management bought 713 Intuitive Surgical shares in Q1 2026, an estimated $361K.
  • Intuitive Surgical made up 0.09% of Liberty One Investment Management's portfolio in Q1 2026, its #106 holding.
  • Liberty One Investment Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Intuitive Surgical position peaked at $1.22M in Q3 2021.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.