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New York Life Investment Management’s Intuitive Surgical ISRG Stock Holding History

New York Life 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 		$24.4M Buy
52,913
+1,407
+3% +$712K 0.21% 93
2025
Q4 		$29.2M Sell
51,506
-855
-2% -$455K 0.25% 79
2025
Q3 		$23.4M Sell
52,361
-1,345
-3% -$645K 0.21% 93
2025
Q2 		$29.2M Buy
53,706
+603
+1% +$315K 0.27% 71
2025
Q1 		$26.3M Sell
53,103
-236
-0.4% -$131K 0.27% 69
2024
Q4 		$27.8M Buy
53,339
+6,069
+13% +$3.16M 0.27% 65
2024
Q3 		$23.2M Sell
47,270
-1,570
-3% -$731K 0.23% 91
2024
Q2 		$21.7M Sell
48,840
-4,406
-8% -$1.75M 0.22% 90
2024
Q1 		$21.2M Sell
53,246
-1,838
-3% -$695K 0.21% 88
2023
Q4 		$18.6M Buy
55,084
+496
+0.9% +$148K 0.19% 99
2023
Q3 		$16M Sell
54,588
-195
-0.4% -$60.9K 0.17% 115
2023
Q2 		$18.7M Sell
54,783
-180
-0.3% -$54.5K 0.19% 105
2023
Q1 		$14M Sell
54,963
-465
-0.8% -$115K 0.16% 142
2022
Q4 		$14.7M Sell
55,428
-574
-1% -$140K 0.17% 141
2022
Q3 		$10.5M Sell
56,002
-554
-1% -$119K 0.13% 164
2022
Q2 		$11.4M Buy
+56,556
New +$13.3M 0.13% 161

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

New York Life Investment Management's ISRG Position: Q1 2026 in Review

New York Life Investment Management increased its Intuitive Surgical (ISRG) stake by 2.7% in Q1 2026, buying an estimated $712K and bringing the position to 52,913 shares worth $24.4M. The position accounts for 0.21% of the portfolio, ranked #93.

New York Life Investment Management first reported a position in ISRG in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.2M in Q2 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • New York Life Investment Management held 52,913 shares of Intuitive Surgical worth $24.4M as of Q1 2026.
  • New York Life Investment Management bought 1,407 Intuitive Surgical shares in Q1 2026, an estimated $712K.
  • Intuitive Surgical made up 0.21% of New York Life Investment Management's portfolio in Q1 2026, its #93 holding.
  • New York Life Investment Management first reported a position in Intuitive Surgical in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Intuitive Surgical position peaked at $29.2M in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.