Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Intuitive Surgical ISRG Stock Holding History

Sumitomo Mitsui Trust 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 		$676M Buy
1,465,816
+45,359
+3% +$22.9M 0.44% 37
2025
Q4 		$804M Sell
1,420,457
-27,175
-2% -$14.5M 0.47% 32
2025
Q3 		$647M Buy
1,447,632
+10,214
+0.7% +$4.9M 0.37% 43
2025
Q2 		$781M Sell
1,437,418
-22,087
-2% -$11.5M 0.49% 31
2025
Q1 		$723M Sell
1,459,505
-64,358
-4% -$35.6M 0.51% 28
2024
Q4 		$795M Buy
1,523,863
+73,225
+5% +$38.1M 0.54% 26
2024
Q3 		$713M Buy
1,450,638
+48,658
+3% +$22.7M 0.49% 29
2024
Q2 		$624M Sell
1,401,980
-49,434
-3% -$19.7M 0.46% 36
2024
Q1 		$579M Sell
1,451,414
-17,856
-1% -$6.75M 0.4% 47
2023
Q4 		$496M Sell
1,469,270
-4,981
-0.3% -$1.48M 0.37% 49
2023
Q3 		$431M Sell
1,474,251
-31,293
-2% -$9.77M 0.35% 54
2023
Q2 		$515M Sell
1,505,544
-245,988
-14% -$74.4M 0.4% 43
2023
Q1 		$447M Sell
1,751,532
-29,956
-2% -$7.38M 0.33% 60
2022
Q4 		$473M Sell
1,781,488
-12,552
-0.7% -$3.06M 0.37% 50
2022
Q3 		$336M Buy
1,794,040
+9,434
+0.5% +$2.03M 0.28% 75
2022
Q2 		$358M Buy
1,784,606
+65,151
+4% +$15.3M 0.28% 77
2022
Q1 		$519M Sell
1,719,455
-33,209
-2% -$9.7M 0.35% 55
2021
Q4 		$630M Sell
1,752,664
-41,732
-2% -$14.4M 0.38% 57
2021
Q3 		$595M Sell
1,794,396
-102,531
-5% -$34.4M 0.37% 57
2021
Q2 		$581M Sell
1,896,927
-25,380
-1% -$7.12M 0.34% 65
2021
Q1 		$473M Sell
1,922,307
-286,725
-13% -$72.1M 0.3% 76
2020
Q4 		$602M Sell
2,209,032
-158,706
-7% -$39.4M 0.39% 50
2020
Q3 		$560M Sell
2,367,738
-124,494
-5% -$28M 0.38% 53
2020
Q2 		$473M Sell
2,492,232
-329,658
-12% -$59.1M 0.33% 59
2020
Q1 		$466M Buy
2,821,890
+1,396,896
+98% +$256M 0.4% 50
2019
Q4 		$281M Buy
1,424,994
+339
+0% +$63.5K 0.22% 96
2019
Q3 		$256M Buy
1,424,655
+80,064
+6% +$13.8M 0.22% 96
2019
Q2 		$235M Sell
1,344,591
-23,397
-2% -$4.01M 0.21% 98
2019
Q1 		$260M Buy
1,367,988
+6,459
+0.5% +$1.15M 0.24% 90
2018
Q4 		$214M Buy
1,361,529
+217,245
+19% +$36.8M 0.23% 97
2018
Q3 		$219M Buy
1,144,284
+22,662
+2% +$4.02M 0.24% 94
2018
Q2 		$179M Sell
1,121,622
-75,036
-6% -$11.4M 0.21% 111
2018
Q1 		$165M Sell
1,196,658
-66,582
-5% -$9.29M 0.21% 111
2017
Q4 		$154M Buy
1,263,240
+146,565
+13% +$18.3M 0.2% 118
2017
Q3 		$43.3M Buy
1,116,675
+693
+0.1% +$75.5K 0.06% 338
2017
Q2 		$116M Sell
1,115,982
-20,412
-2% -$1.96M 0.17% 138
2017
Q1 		$96.8M Sell
1,136,394
-78,534
-6% -$6.2M 0.15% 159
2016
Q4 		$85.6M Buy
1,214,928
+93,942
+8% +$6.91M 0.14% 172
2016
Q3 		$90.3M Buy
1,120,986
+183,942
+20% +$14.1M 0.15% 161
2016
Q2 		$68.9M Buy
937,044
+13,365
+1% +$941K 0.12% 207
2016
Q1 		$61.7M Buy
923,679
+50,724
+6% +$3.14M 0.11% 226
2015
Q4 		$53.6M Sell
872,955
-6,309
-0.7% -$354K 0.1% 242
2015
Q3 		$44.9M Buy
879,264
+9,378
+1% +$531K 0.09% 272
2015
Q2 		$46.8M Buy
869,886
+16,767
+2% +$938K 0.08% 276
2015
Q1 		$47.9M Buy
853,119
+64,638
+8% +$3.66M 0.09% 280
2014
Q4 		$46.1M Sell
788,481
-47,718
-6% -$2.66M 0.09% 266
2014
Q3 		$42.9M Buy
836,199
+10,656
+1% +$529K 0.09% 275
2014
Q2 		$37.8M Sell
825,543
-34,218
-4% -$1.51M 0.08% 294
2014
Q1 		$41.8M Sell
859,761
-39,222
-4% -$1.85M 0.09% 266
2013
Q4 		$38.3M Sell
898,983
-46,260
-5% -$1.95M 0.08% 297
2013
Q3 		$39.5M Sell
945,243
-15,255
-2% -$674K 0.09% 280
2013
Q2 		$54M Buy
+960,498
New +$52.9M 0.12% 194

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Sumitomo Mitsui Trust Group's ISRG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2026, buying an estimated $22.9M and bringing the position to 1,465,816 shares worth $676M. The position accounts for 0.44% of the portfolio, ranked #37.

Sumitomo Mitsui Trust Group first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $804M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,465,816 shares of Intuitive Surgical worth $676M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 45,359 Intuitive Surgical shares in Q1 2026, an estimated $22.9M.
  • Intuitive Surgical made up 0.44% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #37 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Intuitive Surgical position peaked at $804M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.