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Stephens Investment Management Group’s Intuitive Surgical ISRG Stock Holding History

Stephens Investment Management Group’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
-387
Closed -$219K – 178
2025
Q4 		$219K Buy
+387
New +$206K ﹤0.01% 175
2025
Q3 		– Sell
-464
Closed -$252K – 182
2025
Q2 		$252K Hold
464
– – ﹤0.01% 178
2025
Q1 		$230K Hold
464
– – ﹤0.01% 167
2024
Q4 		$242K Sell
464
-177
-28% -$92.2K ﹤0.01% 170
2024
Q3 		$315K Hold
641
– – ﹤0.01% 156
2024
Q2 		$285K Buy
641
+20
+3% +$7.97K ﹤0.01% 158
2024
Q1 		$248K Buy
621
+71
+13% +$26.8K ﹤0.01% 158
2023
Q4 		$186K Hold
550
– – ﹤0.01% 158
2023
Q3 		$161K Hold
550
– – ﹤0.01% 163
2023
Q2 		$188K Buy
550
+45
+9% +$13.6K ﹤0.01% 164
2023
Q1 		$129K Hold
505
– – ﹤0.01% 165
2022
Q4 		$135K Buy
505
+142
+39% +$34.6K ﹤0.01% 161
2022
Q3 		$68K Sell
363
-10,144
-97% -$2.18M ﹤0.01% 168
2022
Q2 		$2.11M Buy
10,507
+92
+0.9% +$21.6K 0.04% 157
2022
Q1 		$3.14M Buy
10,415
+23
+0.2% +$6.72K 0.05% 162
2021
Q4 		$3.73M Sell
10,392
-4,464
-30% -$1.54M 0.05% 167
2021
Q3 		$4.92M Sell
14,856
-2,769
-16% -$930K 0.07% 167
2021
Q2 		$5.4M Sell
17,625
-30
-0.2% -$8.42K 0.07% 164
2021
Q1 		$4.35M Sell
17,655
-13,356
-43% -$3.36M 0.06% 165
2020
Q4 		$8.46M Sell
31,011
-68,415
-69% -$17M 0.13% 141
2020
Q3 		$23.5M Sell
99,426
-20,859
-17% -$4.68M 0.42% 97
2020
Q2 		$22.8M Sell
120,285
-19,689
-14% -$3.53M 0.41% 99
2020
Q1 		$23.1M Sell
139,974
-27,216
-16% -$4.98M 0.56% 83
2019
Q4 		$32.9M Sell
167,190
-34,563
-17% -$6.47M 0.62% 75
2019
Q3 		$36.3M Buy
201,753
+6,798
+3% +$1.18M 0.73% 65
2019
Q2 		$34.1M Sell
194,955
-50,205
-20% -$8.6M 0.65% 73
2019
Q1 		$46.6M Buy
245,160
+3,339
+1% +$593K 0.95% 37
2018
Q4 		$38.6M Sell
241,821
-2,997
-1% -$508K 0.92% 40
2018
Q3 		$46.8M Buy
244,818
+579
+0.2% +$103K 0.86% 46
2018
Q2 		$39.4M Buy
244,239
+1,992
+0.8% +$304K 0.79% 50
2018
Q1 		$33.3M Buy
242,247
+354
+0.1% +$49.4K 0.72% 60
2017
Q4 		$29.4M Buy
241,893
+693
+0.3% +$86.7K 0.67% 66
2017
Q3 		$28M Sell
241,200
-747
-0.3% -$81.4K 0.65% 67
2017
Q2 		$25.1M Sell
241,947
-14,544
-6% -$1.4M 0.61% 74
2017
Q1 		$21.8M Buy
256,491
+55,404
+28% +$4.38M 0.54% 82
2016
Q4 		$14.2M Buy
201,087
+19,800
+11% +$1.46M 0.4% 104
2016
Q3 		$14.6M Buy
181,287
+27,162
+18% +$2.08M 0.44% 102
2016
Q2 		$11.3M Sell
154,125
-24,345
-14% -$1.71M 0.37% 112
2016
Q1 		$11.9M Buy
178,470
+32,355
+22% +$2.01M 0.42% 104
2015
Q4 		$8.87M Buy
146,115
+22,860
+19% +$1.28M 0.31% 124
2015
Q3 		$6.29M Buy
+123,255
New +$6.98M 0.22% 136
2013
Q3 		– Sell
-26,820
Closed -$1.51M – 206
2013
Q2 		$1.51M Buy
+26,820
New +$1.48M 0.09% 135

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Investment Management Group's ISRG Position: Q1 2026 in Review

Stephens Investment Management Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 387 shares — an estimated $219K sold.

Stephens Investment Management Group first reported a position in ISRG in Q2 2013 and held it in 42 quarters. The position peaked at $46.8M in Q3 2018. 2,309 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Stephens Investment Management Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Stephens Investment Management Group sold 387 Intuitive Surgical shares in Q1 2026, an estimated $219K.
  • Stephens Investment Management Group first reported a position in Intuitive Surgical in Q2 2013 and held it in 42 quarters.
  • Stephens Investment Management Group's Intuitive Surgical position peaked at $46.8M in Q3 2018.
  • 2,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stephens Investment Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.