Sustainable Insight Capital Management’s Intuitive Surgical ISRG Stock Holding History

Sustainable Insight Capital Management’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	$473K	Buy	1,025 +300	+41%	+$152K	0.16%	74
2025 Q4	$411K	Buy	+725	New	+$386K	0.14%	56
2023 Q1	–	Sell	-853	Closed	-$226K	–	111
2022 Q4	$226K	Buy	+853	New	+$208K	0.26%	92
2022 Q2	–	Sell	-799	Closed	-$241K	–	134
2022 Q1	$241K	Buy	799 +123	+18%	+$35.9K	0.17%	99
2021 Q4	$243K	Sell	676 -50	-7%	-$17.2K	0.13%	101
2021 Q3	$241K	Buy	+726	New	+$244K	0.15%	94
2021 Q1	–	Sell	-804	Closed	-$219K	–	125
2020 Q4	$219K	Buy	+804	New	+$200K	0.15%	99

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sustainable Insight Capital Management's ISRG Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its Intuitive Surgical (ISRG) stake by 41% in Q1 2026, buying an estimated $152K and bringing the position to 1,025 shares worth $473K. The position accounts for 0.16% of the portfolio, ranked #74.

Sustainable Insight Capital Management first reported a position in ISRG in Q4 2020 and has held it in 7 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sustainable Insight Capital Management held 1,025 shares of Intuitive Surgical worth $473K as of Q1 2026.
Sustainable Insight Capital Management bought 300 Intuitive Surgical shares in Q1 2026, an estimated $152K.
Intuitive Surgical made up 0.16% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #74 holding.
Sustainable Insight Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 7 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.