SQA
ISRG icon

Simon Quick Advisors’s Intuitive Surgical ISRG Stock Holding History

Simon Quick Advisors’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
-502
Closed -$284K – 396
2025
Q4 		$284K Buy
+502
New +$267K 0.01% 319
2025
Q2 		– Sell
-2,466
Closed -$1.22M – 493
2025
Q1 		$1.22M Buy
2,466
+334
+16% +$185K 0.07% 144
2024
Q4 		$1.11M Buy
2,132
+160
+8% +$83.3K 0.07% 139
2024
Q3 		$969K Buy
1,972
+152
+8% +$70.8K 0.06% 156
2024
Q2 		$810K Buy
1,820
+175
+11% +$69.7K 0.06% 154
2024
Q1 		$657K Buy
1,645
+266
+19% +$101K 0.05% 167
2023
Q4 		$465K Buy
1,379
+173
+14% +$51.6K 0.04% 183
2023
Q3 		$353K Buy
+1,206
New +$377K 0.03% 210
2020
Q4 		– Sell
-141
Closed -$33K – 492
2020
Q3 		$33K Sell
141
-15
-10% -$3.37K 0.01% 244
2020
Q2 		$30K Buy
156
+87
+126% +$15.6K 0.01% 255
2020
Q1 		$11K Buy
+69
New +$12.6K ﹤0.01% 312
2019
Q3 		– Sell
-6
Closed -$1.05K – 445
2019
Q2 		$1.05K Buy
+6
New +$1.03K ﹤0.01% 412

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's ISRG Position: Q1 2026 in Review

Simon Quick Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 502 shares — an estimated $284K sold.

Simon Quick Advisors first reported a position in ISRG in Q2 2019 and held it in 12 quarters. The position peaked at $1.22M in Q1 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Simon Quick Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 502 Intuitive Surgical shares in Q1 2026, an estimated $284K.
  • Simon Quick Advisors first reported a position in Intuitive Surgical in Q2 2019 and held it in 12 quarters.
  • Simon Quick Advisors's Intuitive Surgical position peaked at $1.22M in Q1 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.