SMFG
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Sumitomo Mitsui Financial Group’s Intuitive Surgical ISRG Stock Holding History

Sumitomo Mitsui Financial 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
2025
Q4 		– Sell
-300
Closed -$132K – 188
2025
Q3 		$132K Buy
+300
New +$144K ﹤0.01% 121
2025
Q2 		– Sell
-40
Closed -$20.9K – 238
2025
Q1 		$19.7K Buy
+40
New +$22.1K ﹤0.01% 158
2023
Q4 		– Sell
-28
Closed -$8.29K – 171
2023
Q3 		$8.29K Sell
28
-211
-88% -$65.9K ﹤0.01% 157
2023
Q2 		$80.9K Buy
+239
New +$72.3K ﹤0.01% 141
2022
Q3 		– Sell
-205
Closed -$42K – 199
2022
Q2 		$42K Sell
205
-63
-24% -$14.8K ﹤0.01% 186
2022
Q1 		$82K Sell
268
-1,882
-88% -$550K ﹤0.01% 169
2021
Q4 		$785K Buy
+2,150
New +$740K 0.02% 118
2021
Q2 		– Sell
-30
Closed -$7K – 179
2021
Q1 		$7K Buy
+30
New +$7.55K ﹤0.01% 176
2020
Q3 		– Sell
-2,385
Closed -$440K – 164
2020
Q2 		$440K Buy
2,385
+1,404
+143% +$252K 0.02% 93
2020
Q1 		$165K Sell
981
-2,607
-73% -$477K 0.01% 111
2019
Q4 		$715K Sell
3,588
-2,388
-40% -$447K 0.06% 78
2019
Q3 		$1.06M Buy
5,976
+1,626
+37% +$281K 0.09% 63
2019
Q2 		$751K Sell
4,350
-13,362
-75% -$2.29M 0.06% 68
2019
Q1 		$3.32M Buy
17,712
+13,575
+328% +$2.41M 0.3% 26
2018
Q4 		$646K Buy
4,137
+2,079
+101% +$352K 0.04% 67
2018
Q3 		$391K Buy
+2,058
New +$365K 0.03% 76
2017
Q3 		– Sell
-180
Closed -$19K – 114
2017
Q2 		$19K Sell
180
-720
-80% -$69.2K ﹤0.01% 98
2017
Q1 		$77K Buy
+900
New +$71.1K 0.01% 50

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Financial Group's ISRG Position: Q4 2025 in Review

Sumitomo Mitsui Financial Group sold out of Intuitive Surgical (ISRG) in Q4 2025, closing a stake of 300 shares — an estimated $132K sold.

Sumitomo Mitsui Financial Group first reported a position in ISRG in Q1 2017 and held it in 18 quarters. The position peaked at $3.32M in Q1 2019. 2,415 funds tracked by Wall St. Rank hold ISRG as of Q4 2025.

  • Sumitomo Mitsui Financial Group reported no remaining Intuitive Surgical position as of Q4 2025 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 300 Intuitive Surgical shares in Q4 2025, an estimated $132K.
  • Sumitomo Mitsui Financial Group first reported a position in Intuitive Surgical in Q1 2017 and held it in 18 quarters.
  • Sumitomo Mitsui Financial Group's Intuitive Surgical position peaked at $3.32M in Q1 2019.
  • 2,415 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2025.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.