SGI
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Summit Global Investments’s Intuitive Surgical ISRG Stock Holding History

Summit Global Investments’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 		$727K Buy
1,577
+53
+3% +$26.8K 0.04% 264
2025
Q4 		$863K Buy
+1,524
New +$811K 0.05% 227
2025
Q1 		– Sell
-424
Closed -$221K – 513
2024
Q4 		$221K Sell
424
-199
-32% -$104K 0.01% 494
2024
Q3 		$306K Buy
+623
New +$290K 0.02% 424
2021
Q2 		– Sell
-36,312
Closed -$8.94M – 589
2021
Q1 		$8.94M Sell
36,312
-1,578
-4% -$397K 0.57% 43
2020
Q4 		$10.3M Sell
37,890
-3,441
-8% -$854K 1.03% 26
2020
Q3 		$9.78M Buy
41,331
+1,185
+3% +$266K 1.01% 31
2020
Q2 		$7.63M Buy
40,146
+30,405
+312% +$5.45M 0.88% 37
2020
Q1 		$1.61M Buy
9,741
+5,607
+136% +$1.03M 0.23% 58
2019
Q4 		$814K Buy
4,134
+270
+7% +$50.6K 0.09% 212
2019
Q3 		$695K Buy
3,864
+111
+3% +$19.2K 0.08% 246
2019
Q2 		$656K Buy
3,753
+144
+4% +$24.7K 0.08% 240
2019
Q1 		$686K Sell
3,609
-789
-18% -$140K 0.09% 181
2018
Q4 		$702K Sell
4,398
-48,333
-92% -$8.19M 0.11% 139
2018
Q3 		$10.1M Sell
52,731
-195
-0.4% -$34.6K 1.35% 18
2018
Q2 		$8.44M Buy
+52,926
New +$8.07M 1.27% 21

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

Summit Global Investments's ISRG Position: Q1 2026 in Review

Summit Global Investments increased its Intuitive Surgical (ISRG) stake by 3.5% in Q1 2026, buying an estimated $26.8K and bringing the position to 1,577 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #264.

Summit Global Investments first reported a position in ISRG in Q2 2018 and has held it in 16 quarters since. The position peaked at $10.3M in Q4 2020. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Summit Global Investments held 1,577 shares of Intuitive Surgical worth $727K as of Q1 2026.
  • Summit Global Investments bought 53 Intuitive Surgical shares in Q1 2026, an estimated $26.8K.
  • Intuitive Surgical made up 0.04% of Summit Global Investments's portfolio in Q1 2026, its #264 holding.
  • Summit Global Investments first reported a position in Intuitive Surgical in Q2 2018 and has held it in 16 quarters since.
  • Summit Global Investments's Intuitive Surgical position peaked at $10.3M in Q4 2020.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.