SI
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Stephens Inc’s Intuitive Surgical ISRG Stock Holding History

Stephens Inc’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 		$4.07M Sell
10,235
-650
-6% -$284K 0.05% 344
2026
Q1 		$5.02M Sell
10,885
-1,089
-9% -$551K 0.06% 288
2025
Q4 		$6.78M Buy
11,974
+1,964
+20% +$1.05M 0.08% 237
2025
Q3 		$4.48M Buy
10,010
+937
+10% +$450K 0.06% 313
2025
Q2 		$4.93M Buy
9,073
+299
+3% +$156K 0.07% 283
2025
Q1 		$4.35M Sell
8,774
-169
-2% -$93.5K 0.06% 294
2024
Q4 		$4.67M Buy
8,943
+732
+9% +$381K 0.07% 285
2024
Q3 		$4.03M Sell
8,211
-140
-2% -$65.2K 0.06% 298
2024
Q2 		$3.71M Buy
8,351
+284
+4% +$113K 0.06% 306
2024
Q1 		$3.22M Buy
8,067
+221
+3% +$83.5K 0.05% 323
2023
Q4 		$2.65M Sell
7,846
-350
-4% -$104K 0.05% 333
2023
Q3 		$2.4M Sell
8,196
-316
-4% -$98.7K 0.05% 333
2023
Q2 		$2.91M Sell
8,512
-73
-0.9% -$22.1K 0.05% 318
2023
Q1 		$2.19M Sell
8,585
-275
-3% -$67.7K 0.04% 367
2022
Q4 		$2.35M Sell
8,860
-432
-5% -$105K 0.05% 334
2022
Q3 		$1.74M Sell
9,292
-15,141
-62% -$3.25M 0.04% 393
2022
Q2 		$4.9M Sell
24,433
-10,224
-30% -$2.4M 0.1% 218
2022
Q1 		$10.5M Buy
34,657
+9
+0% +$2.63K 0.17% 130
2021
Q4 		$12.4M Buy
34,648
+4,354
+14% +$1.5M 0.19% 117
2021
Q3 		$10M Sell
30,294
-1,470
-5% -$494K 0.16% 143
2021
Q2 		$9.74M Buy
31,764
+1,218
+4% +$342K 0.15% 152
2021
Q1 		$7.52M Buy
30,546
+2,646
+9% +$666K 0.12% 175
2020
Q4 		$7.61M Buy
27,900
+4,416
+19% +$1.1M 0.14% 160
2020
Q3 		$5.55M Buy
23,484
+16,029
+215% +$3.6M 0.11% 186
2020
Q2 		$1.42M Buy
7,455
+609
+9% +$109K 0.03% 436
2020
Q1 		$1.13M Buy
6,846
+2,742
+67% +$502K 0.03% 444
2019
Q4 		$809K Buy
4,104
+231
+6% +$43.3K 0.02% 605
2019
Q3 		$697K Sell
3,873
-1,170
-23% -$202K 0.02% 662
2019
Q2 		$882K Buy
5,043
+1,608
+47% +$276K 0.02% 604
2019
Q1 		$653K Buy
3,435
+567
+20% +$101K 0.02% 680
2018
Q4 		$458K Buy
2,868
+864
+43% +$146K 0.01% 726
2018
Q3 		$383K Buy
+2,004
New +$356K 0.01% 865
2017
Q3 		– Sell
-1,188
Closed -$123K – 785
2017
Q2 		$123K Sell
1,188
-72
-6% -$6.92K ﹤0.01% 820
2017
Q1 		$107K Sell
1,260
-1,035
-45% -$81.8K ﹤0.01% 797
2016
Q4 		$162K Hold
2,295
– – 0.01% 730
2016
Q3 		$185K Buy
2,295
+999
+77% +$76.5K 0.01% 704
2016
Q2 		$95K Buy
1,296
+27
+2% +$1.9K ﹤0.01% 713
2016
Q1 		$85K Hold
1,269
– – ﹤0.01% 703
2015
Q4 		$77K Buy
1,269
+36
+3% +$2.02K ﹤0.01% 699
2015
Q3 		$63K Buy
+1,233
New +$69.8K ﹤0.01% 704
2013
Q3 		– Sell
-15,525
Closed -$873K – 836
2013
Q2 		$873K Buy
+15,525
New +$855K 0.05% 318

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stephens Inc's ISRG Position: Q2 2026 in Review

Stephens Inc reduced its Intuitive Surgical (ISRG) stake by 6% in Q2 2026, selling an estimated $284K and leaving 10,235 shares worth $4.07M. The position accounts for 0.05% of the portfolio, ranked #344.

Stephens Inc first reported a position in ISRG in Q2 2013 and has held it in 41 quarters since. The position peaked at $12.4M in Q4 2021. 2,236 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Stephens Inc held 10,235 shares of Intuitive Surgical worth $4.07M as of Q2 2026.
  • Stephens Inc sold 650 Intuitive Surgical shares in Q2 2026, an estimated $284K.
  • Intuitive Surgical made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #344 holding.
  • Stephens Inc first reported a position in Intuitive Surgical in Q2 2013 and has held it in 41 quarters since.
  • Stephens Inc's Intuitive Surgical position peaked at $12.4M in Q4 2021.
  • 2,236 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.