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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
Q2 		$945K Buy
2,377
+502
+27% +$219K 0.09% 103
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Liberty One Investment Management's ISRG Position: Q2 2026 in Review

Liberty One Investment Management increased its Intuitive Surgical (ISRG) stake by 27% in Q2 2026, buying an estimated $219K and bringing the position to 2,377 shares worth $945K. The position accounts for 0.09% of the portfolio, ranked #103.

Liberty One Investment Management first reported a position in ISRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.22M in Q3 2021. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Liberty One Investment Management held 2,377 shares of Intuitive Surgical worth $945K as of Q2 2026.
  • Liberty One Investment Management bought 502 Intuitive Surgical shares in Q2 2026, an estimated $219K.
  • Intuitive Surgical made up 0.09% of Liberty One Investment Management's portfolio in Q2 2026, its #103 holding.
  • Liberty One Investment Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Intuitive Surgical position peaked at $1.22M in Q3 2021.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.