SMFG
ISRG icon

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
2020
Q2 		– Sell
-2,400
Closed -$36K – 147
2020
Q1 		$36K Sell
2,400
-600
-20% -$110K ﹤0.01% 135
2019
Q4 		$98K Hold
3,000
– – 0.01% 114
2019
Q3 		$62K Sell
3,000
-2,403
-44% -$416K 0.01% 114
2019
Q2 		$74K Buy
+5,403
New +$926K 0.01% 99

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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. 2,412 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.
  • 2,412 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.