Smartleaf Asset Management’s Intuitive Surgical ISRG Stock Holding History

Smartleaf 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	$2.33M	Buy	5,155 +20	+0.4%	+$10.1K	0.08%	216
2025 Q4	$2.94M	Buy	5,135 +778	+18%	+$414K	0.11%	164
2025 Q3	$1.91M	Buy	4,357 +582	+15%	+$279K	0.12%	193
2025 Q2	$2.01M	Sell	3,775 -471	-11%	-$246K	0.18%	118
2025 Q1	$2.09M	Buy	4,246 +214	+5%	+$118K	0.2%	107
2024 Q4	$2.12M	Buy	4,032 +673	+20%	+$351K	0.22%	100
2024 Q3	$1.61M	Buy	3,359 +983	+41%	+$458K	0.2%	118
2024 Q2	$1.06M	Buy	2,376 +409	+21%	+$163K	0.17%	138
2024 Q1	$787K	Buy	1,967 +596	+43%	+$225K	0.15%	162
2023 Q4	$461K	Buy	+1,371	New	+$409K	0.12%	176

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

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

Smartleaf Asset Management increased its Intuitive Surgical (ISRG) stake by 0.39% in Q1 2026, buying an estimated $10.1K and bringing the position to 5,155 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #216.

Smartleaf Asset Management first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Smartleaf Asset Management held 5,155 shares of Intuitive Surgical worth $2.33M as of Q1 2026.
Smartleaf Asset Management bought 20 Intuitive Surgical shares in Q1 2026, an estimated $10.1K.
Intuitive Surgical made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #216 holding.
Smartleaf Asset Management first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Intuitive Surgical position peaked at $2.94M in Q4 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.