PHS
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PFM Health Sciences’s Intuitive Surgical ISRG Stock Holding History

PFM Health Sciences’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
-15,410
Closed -$8.73M – 93
2025
Q4 		$8.73M Sell
15,410
-61,993
-80% -$33M 0.87% 34
2025
Q3 		$34.6M Sell
77,403
-11,564
-13% -$5.55M 2.66% 8
2025
Q2 		$48.3M Sell
88,967
-4,106
-4% -$2.15M 4.12% 5
2025
Q1 		$46.1M Hold
93,073
– – 3.35% 8
2024
Q4 		$48.6M Sell
93,073
-44,254
-32% -$23M 3.01% 8
2024
Q3 		$67.5M Hold
137,327
– – 3.82% 6
2024
Q2 		$61.1M Buy
137,327
+26,290
+24% +$10.5M 3.02% 9
2024
Q1 		$44.3M Buy
111,037
+86,730
+357% +$32.8M 2.08% 11
2023
Q4 		$8.2M Sell
24,307
-147,736
-86% -$44M 0.49% 48
2023
Q3 		$50.3M Hold
172,043
– – 2.37% 12
2023
Q2 		$58.8M Sell
172,043
-6,820
-4% -$2.06M 2.28% 12
2023
Q1 		$45.7M Buy
178,863
+64,413
+56% +$15.9M 2.02% 15
2022
Q4 		$30.4M Buy
+114,450
New +$27.9M 1.09% 40
2018
Q4 		– Sell
-258,294
Closed -$49.4M – 110
2018
Q3 		$49.4M Sell
258,294
-3,687
-1% -$655K 0.72% 53
2018
Q2 		$41.8M Buy
+261,981
New +$40M 0.65% 61

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

PFM Health Sciences's ISRG Position: Q1 2026 in Review

PFM Health Sciences sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 15,410 shares — an estimated $8.73M sold.

PFM Health Sciences first reported a position in ISRG in Q2 2018 and held it in 15 quarters. The position peaked at $67.5M in Q3 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • PFM Health Sciences reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • PFM Health Sciences sold 15,410 Intuitive Surgical shares in Q1 2026, an estimated $8.73M.
  • PFM Health Sciences first reported a position in Intuitive Surgical in Q2 2018 and held it in 15 quarters.
  • PFM Health Sciences's Intuitive Surgical position peaked at $67.5M in Q3 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on PFM Health Sciences's 13F filing for Q1 2026, filed 15 May 2026.