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Navellier & Associates’s Intuitive Surgical ISRG Stock Holding History

Navellier & Associates’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 		– Sell
-393
Closed -$223K – 344
2025
Q4 		$223K Buy
+393
New +$209K 0.02% 309
2020
Q1 		– Sell
-4,053
Closed -$799K – 266
2019
Q4 		$799K Sell
4,053
-4,338
-52% -$812K 0.13% 152
2019
Q3 		$1.51M Sell
8,391
-5,253
-39% -$909K 0.25% 104
2019
Q2 		$2.39M Sell
13,644
-17,154
-56% -$2.94M 0.37% 76
2019
Q1 		$5.86M Sell
30,798
-2,547
-8% -$453K 0.91% 27
2018
Q4 		$5.32M Sell
33,345
-1,662
-5% -$282K 0.91% 19
2018
Q3 		$6.7M Buy
35,007
+1,149
+3% +$204K 0.87% 30
2018
Q2 		$5.4M Buy
33,858
+1,005
+3% +$153K 0.75% 34
2018
Q1 		$4.52M Sell
32,853
-10,290
-24% -$1.44M 0.69% 37
2017
Q4 		$5.25M Buy
43,143
+159
+0.4% +$19.9K 0.98% 28
2017
Q3 		$5M Buy
42,984
+2,637
+7% +$287K 0.97% 28
2017
Q2 		$4.19M Sell
40,347
-24,219
-38% -$2.33M 0.63% 47
2017
Q1 		$5.5M Sell
64,566
-5,976
-8% -$472K 0.8% 34
2016
Q4 		$4.97M Buy
+70,542
New +$5.19M 0.82% 35

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

Navellier & Associates's ISRG Position: Q1 2026 in Review

Navellier & Associates sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 393 shares — an estimated $223K sold.

Navellier & Associates first reported a position in ISRG in Q4 2016 and held it in 14 quarters. The position peaked at $6.7M in Q3 2018. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Navellier & Associates reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Navellier & Associates sold 393 Intuitive Surgical shares in Q1 2026, an estimated $223K.
  • Navellier & Associates first reported a position in Intuitive Surgical in Q4 2016 and held it in 14 quarters.
  • Navellier & Associates's Intuitive Surgical position peaked at $6.7M in Q3 2018.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.