RAM
ISRG icon

Reflection Asset Management’s Intuitive Surgical ISRG Stock Holding History

Reflection Asset Management’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 		$241K Hold
523
– – 0.15% 109
2025
Q4 		$296K Buy
+523
New +$278K 0.21% 83

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Reflection Asset Management's ISRG Position: Q1 2026 in Review

Reflection Asset Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 523 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #109.

Reflection Asset Management first reported a position in ISRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $296K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Reflection Asset Management held 523 shares of Intuitive Surgical worth $241K as of Q1 2026.
  • Reflection Asset Management left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.15% of Reflection Asset Management's portfolio in Q1 2026, its #109 holding.
  • Reflection Asset Management first reported a position in Intuitive Surgical in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's Intuitive Surgical position peaked at $296K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.