Sentry Investment Management’s Intuitive Surgical ISRG Stock Holding History

Sentry Investment 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	–	Sell	-1,025	Closed	-$581K	–	248
2025 Q4	$581K	Hold	1,025	–	–	0.38%	42
2025 Q3	$459K	Sell	1,025 -778	-43%	-$373K	0.31%	55
2025 Q2	$951K	Sell	1,803 -63	-3%	-$32.9K	0.52%	28
2025 Q1	$865K	Sell	1,866 -557	-23%	-$308K	0.59%	25
2024 Q4	$1.26M	Sell	2,423 -488	-17%	-$254K	0.6%	27
2024 Q3	$1.43M	Buy	2,911 +170	+6%	+$79.1K	0.6%	27
2024 Q2	$1.22M	Sell	2,741 -562	-17%	-$224K	0.54%	31
2024 Q1	$1.32M	Hold	3,303	–	–	0.51%	35
2023 Q4	$1.11M	Buy	3,303 +1,264	+62%	+$377K	0.48%	39
2023 Q3	$596K	Sell	2,039 -2,411	-54%	-$753K	0.29%	75
2023 Q2	$1.52M	Hold	4,450	–	–	0.57%	28
2023 Q1	$1.14M	Buy	4,450 +1,937	+77%	+$477K	0.47%	40
2022 Q4	$667K	Sell	2,513 -195	-7%	-$47.5K	0.29%	77
2022 Q3	$508K	Buy	2,708 +188	+7%	+$40.4K	0.24%	87
2022 Q2	$506K	Sell	2,520 -364	-13%	-$85.4K	0.23%	95
2022 Q1	$870K	Sell	2,884 -548	-16%	-$160K	0.28%	82
2021 Q4	$1.23M	Buy	3,432 +561	+20%	+$193K	0.32%	72
2021 Q3	$951K	Buy	2,871 +2,358	+460%	+$792K	0.28%	89
2021 Q2	$157K	Sell	513 -3,294	-87%	-$924K	0.04%	370
2021 Q1	$938K	Sell	3,807 -18,204	-83%	-$4.58M	0.26%	98
2020 Q4	$6M	Hold	22,011	–	–	0.3%	84
2020 Q3	$5.21M	Buy	22,011 +2,415	+12%	+$542K	0.29%	86
2020 Q2	$3.72M	Sell	19,596 -2,097	-10%	-$376K	0.23%	106
2020 Q1	$3.58M	Buy	21,693 +669	+3%	+$123K	0.26%	95
2019 Q4	$4.14M	Hold	21,024	–	–	0.25%	103
2019 Q3	$3.78M	Hold	21,024	–	–	0.25%	109
2019 Q2	$3.68M	Buy	21,024 +666	+3%	+$114K	0.24%	109
2019 Q1	$3.87M	Sell	20,358 -1,809	-8%	-$322K	0.27%	95
2018 Q4	$3.54M	Buy	22,167 +1,869	+9%	+$317K	0.26%	95
2018 Q3	$3.88M	Sell	20,298 -1,845	-8%	-$328K	0.24%	112
2018 Q2	$3.53M	Sell	22,143 -2,043	-8%	-$312K	0.23%	116
2018 Q1	$3.33M	Sell	24,186 -2,067	-8%	-$288K	0.2%	130
2017 Q4	$3.19M	Hold	26,253	–	–	0.17%	150
2017 Q3	$3.05M	Hold	26,253	–	–	0.11%	157
2017 Q2	$2.73M	Hold	26,253	–	–	0.11%	163
2017 Q1	$2.24M	Sell	26,253 -1,224	-4%	-$96.7K	0.09%	180
2016 Q4	$1.94M	Buy	27,477 +1,395	+5%	+$103K	0.08%	212
2016 Q3	$2.1M	Buy	26,082 +612	+2%	+$46.9K	0.09%	190
2016 Q2	$1.87M	Hold	25,470	–	–	0.08%	198
2016 Q1	$1.7M	Hold	25,470	–	–	0.08%	207
2015 Q4	$1.55M	Sell	25,470 -88,560	-78%	-$4.97M	0.07%	224
2015 Q3	$5.82M	Buy	114,030 +21,141	+23%	+$1.2M	0.29%	68
2015 Q2	$5M	Buy	92,889 +16,389	+21%	+$917K	0.23%	78
2015 Q1	$4.29M	Sell	76,500 -4,500	-6%	-$255K	0.2%	89
2014 Q4	$4.76M	Buy	81,000 +3,600	+5%	+$200K	0.23%	78
2014 Q3	$3.97M	Buy	77,400 +14,400	+23%	+$715K	0.2%	83
2014 Q2	$2.88M	Buy	63,000 +43,200	+218%	+$1.91M	0.15%	113
2014 Q1	$964K	Hold	19,800	–	–	0.05%	258
2013 Q4	$845K	Sell	19,800 -8,100	-29%	-$341K	0.05%	292
2013 Q3	$1.17M	Buy	27,900 +18,000	+182%	+$795K	0.07%	210
2013 Q2	$557K	Buy	+9,900	New	+$545K	0.03%	273

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sentry Investment Management's ISRG Position: Q1 2026 in Review

Sentry Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 1,025 shares — an estimated $581K sold.

Sentry Investment Management first reported a position in ISRG in Q2 2013 and held it in 51 quarters. The position peaked at $6M in Q4 2020. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sentry Investment Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 1,025 Intuitive Surgical shares in Q1 2026, an estimated $581K.
Sentry Investment Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's Intuitive Surgical position peaked at $6M in Q4 2020.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.