NIM
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NEOS Investment Management’s Intuitive Surgical ISRG Stock Holding History

NEOS 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 		$113M Buy
244,533
+46,916
+24% +$23.7M 0.57% 32
2025
Q4 		$112M Buy
197,617
+45,179
+30% +$24.1M 0.65% 24
2025
Q3 		$68.2M Buy
152,438
+57,444
+60% +$27.6M 0.51% 31
2025
Q2 		$51.6M Buy
94,994
+33,539
+55% +$17.5M 0.64% 24
2025
Q1 		$30.4M Buy
61,455
+16,476
+37% +$9.11M 0.58% 31
2024
Q4 		$23.5M Buy
44,979
+8,832
+24% +$4.6M 0.55% 30
2024
Q3 		$17.8M Buy
36,147
+6,501
+22% +$3.03M 0.54% 33
2024
Q2 		$13.2M Buy
29,646
+9,197
+45% +$3.66M 0.54% 32
2024
Q1 		$8.16M Buy
20,449
+3,831
+23% +$1.45M 0.51% 37
2023
Q4 		$5.61M Buy
16,618
+843
+5% +$251K 0.53% 36
2023
Q3 		$4.61M Buy
+15,775
New +$4.93M 0.59% 33

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

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

NEOS Investment Management increased its Intuitive Surgical (ISRG) stake by 24% in Q1 2026, buying an estimated $23.7M and bringing the position to 244,533 shares worth $113M. The position accounts for 0.57% of the portfolio, ranked #32.

NEOS Investment Management first reported a position in ISRG in Q3 2023 and has held it in 11 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • NEOS Investment Management held 244,533 shares of Intuitive Surgical worth $113M as of Q1 2026.
  • NEOS Investment Management bought 46,916 Intuitive Surgical shares in Q1 2026, an estimated $23.7M.
  • Intuitive Surgical made up 0.57% of NEOS Investment Management's portfolio in Q1 2026, its #32 holding.
  • NEOS Investment Management first reported a position in Intuitive Surgical in Q3 2023 and has held it in 11 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.