LIP
ISRG icon

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
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 $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

Liontrust Investment Partners's ISRG Position: Q1 2026 in Review

Liontrust Investment Partners reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, selling an estimated $14.8M and leaving 264,963 shares worth $122M. The position accounts for 2.09% of the portfolio, ranked #8.

Liontrust Investment Partners first reported a position in ISRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $270M in Q4 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Liontrust Investment Partners held 264,963 shares of Intuitive Surgical worth $122M as of Q1 2026.
  • Liontrust Investment Partners sold 29,342 Intuitive Surgical shares in Q1 2026, an estimated $14.8M.
  • Intuitive Surgical made up 2.09% of Liontrust Investment Partners's portfolio in Q1 2026, its #8 holding.
  • Liontrust Investment Partners first reported a position in Intuitive Surgical in Q4 2020 and has held it in 20 quarters since.
  • Liontrust Investment Partners's Intuitive Surgical position peaked at $270M in Q4 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.