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Liontrust Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Liontrust Investment Partners’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 		$114M Buy
285,872
+20,909
+8% +$9.13M 1.67% 17
2026
Q1 		$122M Sell
264,963
-29,342
-10% -$14.8M 2.09% 8
2025
Q4 		$167M Buy
294,305
+2,644
+0.9% +$1.41M 2.47% 6
2025
Q3 		$130M Buy
291,661
+57,129
+24% +$27.4M 1.91% 11
2025
Q2 		$127M Sell
234,532
-36,584
-13% -$19.1M 1.82% 14
2025
Q1 		$134M Sell
271,116
-17,798
-6% -$9.84M 2.1% 11
2024
Q4 		$151M Sell
288,914
-95,367
-25% -$49.7M 2.19% 12
2024
Q3 		$171M Hold
384,281
– – 2.43% 9
2024
Q2 		$171M Sell
384,281
-23,846
-6% -$9.5M 2.43% 9
2024
Q1 		$163M Sell
408,127
-85,635
-17% -$32.4M 2.27% 10
2023
Q4 		$167M Sell
493,762
-40,231
-8% -$12M 2.42% 12
2023
Q3 		$156M Sell
533,993
-35,070
-6% -$11M 2.49% 11
2023
Q2 		$195M Sell
569,063
-25,637
-4% -$7.76M 2.8% 8
2023
Q1 		$152M Sell
594,700
-314,600
-35% -$77.5M 2.23% 19
2022
Q4 		$241M Sell
909,300
-57,500
-6% -$14M 4.21% 3
2022
Q3 		$181M Sell
966,800
-44,200
-4% -$9.49M 2.9% 8
2022
Q2 		$203M Buy
1,011,000
+120,400
+14% +$28.2M 2.86% 7
2022
Q1 		$269M Buy
890,600
+139,300
+19% +$40.7M 3.51% 5
2021
Q4 		$270M Buy
751,300
+79,600
+12% +$27.4M 3.21% 7
2021
Q3 		$223M Buy
+671,700
New +$226M 3.08% 9
2020
Q4 		$143M Buy
+525,600
New +$131M 2.89% 10

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's ISRG Position: Q2 2026 in Review

Liontrust Investment Partners increased its Intuitive Surgical (ISRG) stake by 7.9% in Q2 2026, buying an estimated $9.13M and bringing the position to 285,872 shares worth $114M. The position accounts for 1.67% of the portfolio, ranked #17.

Liontrust Investment Partners first reported a position in ISRG in Q4 2020 and has held it in 21 quarters since. The position peaked at $270M in Q4 2021. 2,258 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Liontrust Investment Partners held 285,872 shares of Intuitive Surgical worth $114M as of Q2 2026.
  • Liontrust Investment Partners bought 20,909 Intuitive Surgical shares in Q2 2026, an estimated $9.13M.
  • Intuitive Surgical made up 1.67% of Liontrust Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Liontrust Investment Partners first reported a position in Intuitive Surgical in Q4 2020 and has held it in 21 quarters since.
  • Liontrust Investment Partners's Intuitive Surgical position peaked at $270M in Q4 2021.
  • 2,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.