Symmetry Partners’s Intuitive Surgical ISRG Stock Holding History

Symmetry Partners’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	$772K	Buy	+1,940	New	+$848K	0.04%	99
2024 Q3	–	Sell	-709	Closed	-$315K	–	295
2024 Q2	$315K	Sell	709 -287	-29%	-$114K	0.02%	397
2024 Q1	$397K	Hold	996	–	–	0.03%	353
2023 Q4	$337K	Sell	996 -127	-11%	-$37.9K	0.02%	368
2023 Q3	$328K	Sell	1,123 -209	-16%	-$65.3K	0.02%	413
2023 Q2	$455K	Hold	1,332	–	–	0.02%	364
2023 Q1	$340K	Hold	1,332	–	–	0.02%	426
2022 Q4	$353K	Hold	1,332	–	–	0.02%	426
2022 Q3	$250K	Sell	1,332 -342	-20%	-$73.5K	0.02%	489
2022 Q2	$336K	Hold	1,674	–	–	0.02%	430
2022 Q1	$505K	Hold	1,674	–	–	0.03%	356
2021 Q4	$601K	Sell	1,674 -3,348	-67%	-$1.15M	0.04%	335
2021 Q3	$553K	Buy	5,022 +3,348	+200%	+$1.12M	0.04%	372
2021 Q2	$513K	Hold	1,674	–	–	0.03%	418
2021 Q1	$412K	Sell	1,674 -264	-14%	-$66.4K	0.03%	469
2020 Q4	$528K	Sell	1,938 -156	-7%	-$38.7K	0.04%	355
2020 Q3	$495K	Buy	+2,094	New	+$470K	0.04%	322
2019 Q4	–	Sell	-1,356	Closed	-$244K	–	350
2019 Q3	$244K	Sell	1,356 -180	-12%	-$31.1K	0.05%	286
2019 Q2	$269K	Sell	1,536 -1,125	-42%	-$193K	0.05%	266
2019 Q1	$506K	Sell	2,661 -939	-26%	-$167K	0.09%	154
2018 Q4	$575K	Buy	+3,600	New	+$610K	0.15%	92

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Symmetry Partners's ISRG Position: Q2 2026 in Review

Symmetry Partners opened a new position in Intuitive Surgical (ISRG) in Q2 2026: 1,940 shares worth $772K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in ISRG as recently as Q2 2024.

Symmetry Partners first reported a position in ISRG in Q4 2018 and has held it in 21 quarters since. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Symmetry Partners held 1,940 shares of Intuitive Surgical worth $772K as of Q2 2026.
Intuitive Surgical was a new Symmetry Partners position in Q2 2026.
Intuitive Surgical made up 0.04% of Symmetry Partners's portfolio in Q2 2026, its #99 holding.
Symmetry Partners first reported a position in Intuitive Surgical in Q4 2018 and has held it in 21 quarters since.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.