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
Q2 		$475K Sell
1,195
-382
-24% -$167K 0.03% 352
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Global Investments's ISRG Position: Q2 2026 in Review

Summit Global Investments reduced its Intuitive Surgical (ISRG) stake by 24% in Q2 2026, selling an estimated $167K and leaving 1,195 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #352.

Summit Global Investments first reported a position in ISRG in Q2 2018 and has held it in 17 quarters since. The position peaked at $10.3M in Q4 2020. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Summit Global Investments held 1,195 shares of Intuitive Surgical worth $475K as of Q2 2026.
  • Summit Global Investments sold 382 Intuitive Surgical shares in Q2 2026, an estimated $167K.
  • Intuitive Surgical made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #352 holding.
  • Summit Global Investments first reported a position in Intuitive Surgical in Q2 2018 and has held it in 17 quarters since.
  • Summit Global Investments's Intuitive Surgical position peaked at $10.3M in Q4 2020.
  • 2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.