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Phoenix Financial’s Intuitive Surgical ISRG Stock Holding History

Phoenix Financial’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 		$5.06M Sell
10,979
-1,913
-15% -$968K 0.05% 119
2025
Q4 		$7.31M Sell
12,892
-1,278
-9% -$680K 0.08% 103
2025
Q3 		$6.34M Sell
14,170
-1,125
-7% -$540K 0.08% 110
2025
Q2 		$8.29M Buy
15,295
+1,035
+7% +$541K 0.11% 102
2025
Q1 		$7.07M Buy
14,260
+1,720
+14% +$951K 0.11% 112
2024
Q4 		$6.55M Sell
12,540
-1,220
-9% -$635K 0.09% 116
2024
Q3 		$6.76M Sell
13,760
-2,961
-18% -$1.38M 0.1% 114
2024
Q2 		$7.44M Buy
16,721
+617
+4% +$246K 0.11% 107
2024
Q1 		$6.42M Buy
16,104
+7,258
+82% +$2.74M 0.09% 114
2023
Q4 		$3.29M Buy
8,846
+104
+1% +$31K 0.05% 154
2023
Q3 		$2.56M Sell
8,742
-144
-2% -$45K 0.05% 167
2023
Q2 		$3.04M Buy
8,886
+3,366
+61% +$1.02M 0.06% 123
2023
Q1 		$1.41M Sell
5,520
-343
-6% -$84.5K 0.03% 172
2022
Q4 		$1.56M Buy
5,863
+119
+2% +$29K 0.03% 150
2022
Q3 		$1.09M Buy
5,744
+631
+12% +$136K 0.02% 187
2022
Q2 		$1.03M Buy
5,113
+549
+12% +$129K 0.02% 220
2022
Q1 		$1.38M Buy
4,564
+3,007
+193% +$878K 0.02% 232
2021
Q4 		$564K Sell
1,557
-333
-18% -$115K 0.01% 280
2021
Q3 		$623K Buy
+1,890
New +$635K 0.01% 299
2021
Q2 		– Sell
-2,529
Closed -$612K – 362
2021
Q1 		$612K Sell
2,529
-312
-11% -$78.5K 0.01% 302
2020
Q4 		$769K Buy
2,841
+1,314
+86% +$326K 0.02% 240
2020
Q3 		$333K Buy
+1,527
New +$343K 0.01% 248

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's ISRG Position: Q1 2026 in Review

Phoenix Financial reduced its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, selling an estimated $968K and leaving 10,979 shares worth $5.06M. The position accounts for 0.05% of the portfolio, ranked #119.

Phoenix Financial first reported a position in ISRG in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.29M in Q2 2025. 2,309 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Phoenix Financial held 10,979 shares of Intuitive Surgical worth $5.06M as of Q1 2026.
  • Phoenix Financial sold 1,913 Intuitive Surgical shares in Q1 2026, an estimated $968K.
  • Intuitive Surgical made up 0.05% of Phoenix Financial's portfolio in Q1 2026, its #119 holding.
  • Phoenix Financial first reported a position in Intuitive Surgical in Q3 2020 and has held it in 22 quarters since.
  • Phoenix Financial's Intuitive Surgical position peaked at $8.29M in Q2 2025.
  • 2,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.