MIM
ISRG icon

Meridiem Investment Management’s Intuitive Surgical ISRG Stock Holding History

Meridiem 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 		$251M Buy
543,889
+30,085
+6% +$15.2M 6.4% 4
2025
Q4 		$291M Sell
513,804
-96,266
-16% -$51.2M 6.15% 6
2025
Q3 		$273M Buy
610,070
+78,252
+15% +$37.6M 5.22% 9
2025
Q2 		$289M Buy
531,818
+593
+0.1% +$310K 5.25% 7
2025
Q1 		$263M Sell
531,225
-39,894
-7% -$22.1M 4.81% 10
2024
Q4 		$298M Sell
571,119
-70,188
-11% -$36.6M 5.33% 6
2024
Q3 		$315M Sell
641,307
-78,608
-11% -$36.6M 5.6% 7
2024
Q2 		$320M Buy
719,915
+25,428
+4% +$10.1M 6.02% 3
2024
Q1 		$277M Sell
694,487
-22,957
-3% -$8.67M 5.44% 9
2023
Q4 		$242M Buy
717,444
+120,388
+20% +$35.9M 5.22% 11
2023
Q3 		$175M Buy
597,056
+19,393
+3% +$6.06M 4.67% 11
2023
Q2 		$197M Sell
577,663
-4,199
-0.7% -$1.27M 5.09% 11
2023
Q1 		$149M Buy
581,862
+169,467
+41% +$41.7M 4.18% 13
2022
Q4 		$109M Buy
412,395
+10,977
+3% +$2.68M 3.39% 16
2022
Q3 		$75.2M Sell
401,418
-51,121
-11% -$11M 2.55% 18
2022
Q2 		$90.9M Buy
452,539
+146,354
+48% +$34.3M 2.5% 18
2022
Q1 		$92.4M Buy
+306,185
New +$89.4M 2.61% 21

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

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

Meridiem Investment Management increased its Intuitive Surgical (ISRG) stake by 5.9% in Q1 2026, buying an estimated $15.2M and bringing the position to 543,889 shares worth $251M. The position accounts for 6.4% of the portfolio, ranked #4.

Meridiem Investment Management first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $320M in Q2 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Meridiem Investment Management held 543,889 shares of Intuitive Surgical worth $251M as of Q1 2026.
  • Meridiem Investment Management bought 30,085 Intuitive Surgical shares in Q1 2026, an estimated $15.2M.
  • Intuitive Surgical made up 6.4% of Meridiem Investment Management's portfolio in Q1 2026, its #4 holding.
  • Meridiem Investment Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • Meridiem Investment Management's Intuitive Surgical position peaked at $320M in Q2 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.