Systematic Alpha Investments’s Intuitive Surgical ISRG Stock Holding History

Systematic Alpha 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	$474K	Hold	1,029	–	–	0.02%	161
2025 Q4	$583K	Hold	1,029	–	–	0.02%	141
2025 Q3	$460K	Hold	1,029	–	–	0.02%	154
2025 Q2	$559K	Hold	1,029	–	–	0.02%	143
2025 Q1	$510K	Hold	1,029	–	–	0.02%	146
2024 Q4	$537K	Hold	1,029	–	–	0.02%	143
2024 Q3	$506K	Hold	1,029	–	–	0.02%	147
2024 Q2	$458K	Hold	1,029	–	–	0.02%	155
2024 Q1	$411K	Hold	1,029	–	–	0.02%	167
2023 Q4	$347K	Hold	1,029	–	–	0.02%	177
2023 Q3	$301K	Hold	1,029	–	–	0.02%	174
2023 Q2	$352K	Hold	1,029	–	–	0.02%	171
2023 Q1	$263K	Hold	1,029	–	–	0.01%	191
2022 Q4	$273K	Buy	+1,029	New	+$251K	0.01%	186
2022 Q3	–	Sell	-1,029	Closed	-$207K	–	214
2022 Q2	$207K	Hold	1,029	–	–	0.01%	202
2022 Q1	$310K	Hold	1,029	–	–	0.02%	199
2021 Q4	$370K	Sell	1,029 -2,076	-67%	-$714K	0.02%	175
2021 Q3	$374K	Buy	+3,105	New	+$1.04M	0.02%	182

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

Systematic Alpha Investments's ISRG Position: Q1 2026 in Review

Systematic Alpha Investments held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 1,029 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #161.

Systematic Alpha Investments first reported a position in ISRG in Q3 2021 and has held it in 18 quarters since. The position peaked at $583K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Systematic Alpha Investments held 1,029 shares of Intuitive Surgical worth $474K as of Q1 2026.
Systematic Alpha Investments left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #161 holding.
Systematic Alpha Investments first reported a position in Intuitive Surgical in Q3 2021 and has held it in 18 quarters since.
Systematic Alpha Investments's Intuitive Surgical position peaked at $583K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.