RS
ISRG icon

R Squared’s Intuitive Surgical ISRG Stock Holding History

R Squared’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 		$267K Sell
580
-190
-25% -$96.1K 0.15% 239
2025
Q4 		$436K Sell
770
-2,979
-79% -$1.59M 0.2% 144
2025
Q3 		$1.68M Buy
3,749
+956
+34% +$459K 0.72% 22
2025
Q2 		$1.52M Buy
2,793
+2,033
+268% +$1.06M 0.84% 14
2025
Q1 		$376K Buy
760
+279
+58% +$154K 0.4% 85
2024
Q4 		$251K Buy
+481
New +$251K 0.24% 80

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

R Squared's ISRG Position: Q1 2026 in Review

R Squared reduced its Intuitive Surgical (ISRG) stake by 25% in Q1 2026, selling an estimated $96.1K and leaving 580 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #239.

R Squared first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • R Squared held 580 shares of Intuitive Surgical worth $267K as of Q1 2026.
  • R Squared sold 190 Intuitive Surgical shares in Q1 2026, an estimated $96.1K.
  • Intuitive Surgical made up 0.15% of R Squared's portfolio in Q1 2026, its #239 holding.
  • R Squared first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • R Squared's Intuitive Surgical position peaked at $1.68M in Q3 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.