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Northwest & Ethical Investments’s Intuitive Surgical ISRG Stock Holding History

Northwest & Ethical Investments’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 		$6.18M Buy
13,440
+395
+3% +$200K 0.14% 143
2025
Q4 		$7.4M Sell
13,045
-1,038
-7% -$553K 0.17% 140
2025
Q3 		$6.28M Sell
14,083
-2,094
-13% -$1M 0.15% 160
2025
Q2 		$8.77M Sell
16,177
-800
-5% -$418K 0.22% 130
2025
Q1 		$8.41M Buy
16,977
+1,053
+7% +$582K 0.23% 128
2024
Q4 		$8.31M Buy
15,924
+183
+1% +$95.3K 0.23% 140
2024
Q3 		$7.73M Buy
15,741
+5,288
+51% +$2.46M 0.2% 145
2024
Q2 		$4.65M Buy
10,453
+1,074
+11% +$428K 0.13% 180
2024
Q1 		$3.74M Buy
9,379
+2,988
+47% +$1.13M 0.11% 204
2023
Q4 		$2.16M Buy
+6,391
New +$1.91M 0.07% 234
2018
Q4 		– Sell
-156
Closed -$29.8K – 387
2018
Q3 		$29.8K Sell
156
-900
-85% -$160K ﹤0.01% 362
2018
Q2 		$168K Buy
1,056
+300
+40% +$45.8K 0.01% 324
2018
Q1 		$104K Hold
756
– – 0.01% 342
2017
Q4 		$92K Hold
756
– – 0.01% 339
2017
Q3 		$87.9K Sell
756
-900
-54% -$98.1K 0.01% 347
2017
Q2 		$78.6K Hold
1,656
– – 0.01% 354
2017
Q1 		$141K Hold
1,656
– – 0.01% 346
2016
Q4 		$117K Buy
+1,656
New +$122K 0.01% 343

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

Northwest & Ethical Investments's ISRG Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Intuitive Surgical (ISRG) stake by 3% in Q1 2026, buying an estimated $200K and bringing the position to 13,440 shares worth $6.18M. The position accounts for 0.14% of the portfolio, ranked #143.

Northwest & Ethical Investments first reported a position in ISRG in Q4 2016 and has held it in 18 quarters since. The position peaked at $8.77M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Northwest & Ethical Investments held 13,440 shares of Intuitive Surgical worth $6.18M as of Q1 2026.
  • Northwest & Ethical Investments bought 395 Intuitive Surgical shares in Q1 2026, an estimated $200K.
  • Intuitive Surgical made up 0.14% of Northwest & Ethical Investments's portfolio in Q1 2026, its #143 holding.
  • Northwest & Ethical Investments first reported a position in Intuitive Surgical in Q4 2016 and has held it in 18 quarters since.
  • Northwest & Ethical Investments's Intuitive Surgical position peaked at $8.77M in Q2 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.