Raymond James Financial
ISRG icon

Raymond James Financial’s Intuitive Surgical ISRG Stock Holding History

Raymond James 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 		$285M Buy
618,213
+30,904
+5% +$15.6M 0.09% 207
2025
Q4 		$333M Buy
587,309
+73,873
+14% +$39.3M 0.1% 167
2025
Q3 		$230M Buy
513,436
+7,075
+1% +$3.4M 0.07% 240
2025
Q2 		$275M Buy
506,361
+15,309
+3% +$8M 0.09% 195
2025
Q1 		$243M Sell
491,052
-110,084
-18% -$60.9M 0.09% 208
2024
Q4 		$314M Buy
+601,136
New +$313M 0.12% 156

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

Raymond James Financial's ISRG Position: Q1 2026 in Review

Raymond James Financial increased its Intuitive Surgical (ISRG) stake by 5.3% in Q1 2026, buying an estimated $15.6M and bringing the position to 618,213 shares worth $285M. The position accounts for 0.09% of the portfolio, ranked #207.

Raymond James Financial first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $333M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Raymond James Financial held 618,213 shares of Intuitive Surgical worth $285M as of Q1 2026.
  • Raymond James Financial bought 30,904 Intuitive Surgical shares in Q1 2026, an estimated $15.6M.
  • Intuitive Surgical made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #207 holding.
  • Raymond James Financial first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Intuitive Surgical position peaked at $333M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.