Symmetry Peak Management’s Intuitive Surgical ISRG Stock Holding History

Symmetry Peak 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	–	Sell	-2,000	Closed	-$1.13M	–	128
2025 Q4	$1.13M	Buy	+2,000	New	+$1.06M	23.9%	19
2023 Q1	–	Sell	-1,027	Closed	-$273K	–	189
2022 Q4	$273K	Buy	+1,027	New	+$250K	1.08%	78
2020 Q1	–	Sell	-9,000	Closed	-$1.77M	–	72
2019 Q4	$1.77M	Buy	+9,000	New	+$1.69M	3.18%	44
2016 Q4	–	Sell	-9,000	Closed	-$725K	–	148
2016 Q3	$725K	Buy	+9,000	New	+$689K	0.6%	114
2016 Q2	–	Sell	-4,500	Closed	-$301K	–	109
2016 Q1	$301K	Sell	4,500 -36,000	-89%	-$2.23M	0.3%	101
2015 Q4	$2.46M	Buy	+40,500	New	+$2.27M	3.4%	43
2015 Q3	–	Hold	0	–	–	–	82
2015 Q2	–	Hold	0	–	–	–	135

Other funds holding ISRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return