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Ostrum Asset Management’s Intuitive Surgical ISRG Stock Holding History

Ostrum Asset 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 		$561K Sell
1,218
-5,476
-82% -$2.77M 0.03% 303
2025
Q4 		$3.79M Sell
6,694
-8,673
-56% -$4.62M 0.18% 78
2025
Q3 		$6.87M Buy
15,367
+2,995
+24% +$1.44M 0.31% 50
2025
Q2 		$6.72M Buy
12,372
+5,690
+85% +$2.98M 0.32% 51
2025
Q1 		$3.31M Sell
6,682
-306
-4% -$169K 0.17% 106
2024
Q4 		$3.65M Buy
6,988
+87
+1% +$45.3K 0.32% 79
2024
Q3 		$3.39M Sell
6,901
-562
-8% -$262K 0.28% 107
2024
Q2 		$3.32M Sell
7,463
-313
-4% -$125K 0.29% 94
2024
Q1 		$3.1M Sell
7,776
-878
-10% -$332K 0.25% 121
2023
Q4 		$2.92M Buy
8,654
+928
+12% +$277K 0.25% 124
2023
Q3 		$2.26M Buy
7,726
+3,792
+96% +$1.18M 0.21% 158
2023
Q2 		$1.35M Buy
3,934
+815
+26% +$247K 0.11% 247
2023
Q1 		$797K Buy
+3,119
New +$768K 0.07% 352
2020
Q2 		– Sell
-5,400
Closed -$891K – 71
2020
Q1 		$891K Sell
5,400
-3,600
-40% -$659K 0.61% 36
2019
Q4 		$1.77M Buy
9,000
+4,500
+100% +$843K 0.84% 28
2019
Q3 		$810K Sell
4,500
-8,952
-67% -$1.55M 0.41% 51
2019
Q2 		$2.35M Buy
13,452
+3,852
+40% +$660K 0.65% 48
2019
Q1 		$1.83M Hold
9,600
– – 0.6% 42
2018
Q4 		$1.53M Buy
+9,600
New +$1.63M 0.6% 40

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

Ostrum Asset Management's ISRG Position: Q1 2026 in Review

Ostrum Asset Management reduced its Intuitive Surgical (ISRG) stake by 82% in Q1 2026, selling an estimated $2.77M and leaving 1,218 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #303.

Ostrum Asset Management first reported a position in ISRG in Q4 2018 and has held it in 19 quarters since. The position peaked at $6.87M in Q3 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Ostrum Asset Management held 1,218 shares of Intuitive Surgical worth $561K as of Q1 2026.
  • Ostrum Asset Management sold 5,476 Intuitive Surgical shares in Q1 2026, an estimated $2.77M.
  • Intuitive Surgical made up 0.03% of Ostrum Asset Management's portfolio in Q1 2026, its #303 holding.
  • Ostrum Asset Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 19 quarters since.
  • Ostrum Asset Management's Intuitive Surgical position peaked at $6.87M in Q3 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.