RIL
ISRG icon

Rothschild Investment LLC’s Intuitive Surgical ISRG Stock Holding History

Rothschild Investment LLC’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
Q2 		$574K Buy
1,443
+776
+116% +$339K 0.02% 558
2026
Q1 		$307K Buy
667
+109
+20% +$55.1K 0.02% 543
2025
Q4 		$316K Buy
558
+65
+13% +$34.6K 0.02% 487
2025
Q3 		$220K Sell
493
-52
-10% -$25K 0.01% 573
2025
Q2 		$296K Sell
545
-16
-3% -$8.37K 0.02% 430
2025
Q1 		$278K Buy
561
+80
+17% +$44.2K 0.02% 434
2024
Q4 		$251K Buy
481
+7
+1% +$3.65K 0.02% 454
2024
Q3 		$233K Sell
474
-1,807
-79% -$841K 0.02% 481
2024
Q2 		$1.01M Buy
2,281
+73
+3% +$29.1K 0.07% 225
2024
Q1 		$881K Sell
2,208
-66
-3% -$24.9K 0.06% 253
2023
Q4 		$767K Sell
2,274
-99
-4% -$29.5K 0.06% 229
2023
Q3 		$694K Buy
2,373
+198
+9% +$61.8K 0.06% 259
2023
Q2 		$744K Buy
2,175
+113
+5% +$34.2K 0.06% 253
2023
Q1 		$527K Sell
2,062
-84
-4% -$20.7K 0.05% 293
2022
Q4 		$569K Sell
2,146
-321
-13% -$78.3K 0.05% 274
2022
Q3 		$462K Sell
2,467
-500
-17% -$107K 0.05% 289
2022
Q2 		$596K Sell
2,967
-400
-12% -$93.8K 0.05% 267
2022
Q1 		$1.02M Sell
3,367
-50
-1% -$14.6K 0.08% 229
2021
Q4 		$1.23M Buy
3,417
+30
+0.9% +$10.3K 0.1% 199
2021
Q3 		$1.12M Sell
3,387
-1,650
-33% -$554K 0.09% 207
2021
Q2 		$1.54M Sell
5,037
-63
-1% -$17.7K 0.12% 170
2021
Q1 		$1.26M Sell
5,100
-300
-6% -$75.5K 0.11% 190
2020
Q4 		$1.47M Buy
5,400
+3,345
+163% +$831K 0.14% 145
2020
Q3 		$486K Buy
2,055
+105
+5% +$23.6K 0.05% 265
2020
Q2 		$370K Hold
1,950
– – 0.04% 288
2020
Q1 		$322K Sell
1,950
-225
-10% -$41.2K 0.04% 301
2019
Q4 		$429K Hold
2,175
– – 0.04% 312
2019
Q3 		$391K Sell
2,175
-1,200
-36% -$208K 0.05% 282
2019
Q2 		$590K Hold
3,375
– – 0.07% 228
2019
Q1 		$642K Sell
3,375
-675
-17% -$120K 0.08% 220
2018
Q4 		$647K Buy
4,050
+750
+23% +$127K 0.09% 199
2018
Q3 		$631K Sell
3,300
-300
-8% -$53.3K 0.07% 218
2018
Q2 		$574K Hold
3,600
– – 0.07% 219
2018
Q1 		$495K Sell
3,600
-2,700
-43% -$377K 0.06% 240
2017
Q4 		$766K Sell
6,300
-2,610
-29% -$327K 0.08% 218
2017
Q3 		$1.03M Hold
8,910
– – 0.12% 196
2017
Q2 		$926K Sell
8,910
-6,030
-40% -$580K 0.11% 211
2017
Q1 		$1.27M Buy
14,940
+270
+2% +$21.3K 0.15% 172
2016
Q4 		$1.03M Buy
14,670
+11,070
+308% +$814K 0.12% 184
2016
Q3 		$290K Hold
3,600
– – 0.04% 353
2016
Q2 		$265K Sell
3,600
-135
-4% -$9.5K 0.03% 373
2016
Q1 		$249K Sell
3,735
-135
-3% -$8.37K 0.03% 376
2015
Q4 		$235K Buy
+3,870
New +$217K 0.03% 401

Other funds holding ISRG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's ISRG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Intuitive Surgical (ISRG) stake by 116% in Q2 2026, buying an estimated $339K and bringing the position to 1,443 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #558.

Rothschild Investment LLC first reported a position in ISRG in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.54M in Q2 2021. 1,243 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Rothschild Investment LLC held 1,443 shares of Intuitive Surgical worth $574K as of Q2 2026.
  • Rothschild Investment LLC bought 776 Intuitive Surgical shares in Q2 2026, an estimated $339K.
  • Intuitive Surgical made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #558 holding.
  • Rothschild Investment LLC first reported a position in Intuitive Surgical in Q4 2015 and has held it in 43 quarters since.
  • Rothschild Investment LLC's Intuitive Surgical position peaked at $1.54M in Q2 2021.
  • 1,243 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.