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PAX Financial Group’s Intuitive Surgical ISRG Stock Holding History

PAX Financial Group’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
-365
Closed -$207K – 209
2025
Q4 		$207K Buy
+365
New +$194K 0.04% 205
2025
Q2 		– Sell
-568
Closed -$281K – 257
2025
Q1 		$281K Sell
568
-2,131
-79% -$1.18M 0.05% 211
2024
Q4 		$1.41M Buy
2,699
+10
+0.4% +$5.21K 0.25% 74
2024
Q3 		$1.32M Sell
2,689
-117
-4% -$54.5K 0.24% 77
2024
Q2 		$1.25M Sell
2,806
-1,095
-28% -$436K 0.24% 75
2024
Q1 		$1.56M Sell
3,901
-144
-4% -$54.4K 0.31% 61
2023
Q4 		$1.57M Sell
4,045
-1,021
-20% -$304K 0.32% 57
2023
Q3 		$1.48M Buy
5,066
+103
+2% +$32.2K 0.34% 56
2023
Q2 		$1.7M Buy
4,963
+47
+1% +$14.2K 0.38% 47
2023
Q1 		$1.26M Sell
4,916
-5
-0.1% -$1.23K 0.3% 57
2022
Q4 		$1.31M Buy
4,921
+1,394
+40% +$340K 0.33% 53
2022
Q3 		$661K Buy
3,527
+184
+6% +$39.5K 0.17% 103
2022
Q2 		$671K Sell
3,343
-489
-13% -$115K 0.17% 103
2022
Q1 		$1.16M Buy
3,832
+418
+12% +$122K 0.27% 56
2021
Q4 		$1.23M Buy
3,414
+123
+4% +$42.3K 0.28% 55
2021
Q3 		$1.09M Buy
3,291
+423
+15% +$142K 0.27% 56
2021
Q2 		$879K Buy
2,868
+645
+29% +$181K 0.22% 63
2021
Q1 		$548K Buy
2,223
+1,299
+141% +$327K 0.15% 106
2020
Q4 		$252K Buy
+924
New +$229K 0.08% 120

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

PAX Financial Group's ISRG Position: Q1 2026 in Review

PAX Financial Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 365 shares — an estimated $207K sold.

PAX Financial Group first reported a position in ISRG in Q4 2020 and held it in 19 quarters. The position peaked at $1.7M in Q2 2023. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • PAX Financial Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • PAX Financial Group sold 365 Intuitive Surgical shares in Q1 2026, an estimated $207K.
  • PAX Financial Group first reported a position in Intuitive Surgical in Q4 2020 and held it in 19 quarters.
  • PAX Financial Group's Intuitive Surgical position peaked at $1.7M in Q2 2023.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.