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Terra Nova Asset Management’s Intuitive Surgical ISRG Stock Holding History

Terra Nova Asset 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 		$229K Sell
497
-3,855
-89% -$1.95M 0.17% 83
2025
Q4 		$2.46M Sell
4,352
-210
-5% -$112K 1.62% 28
2025
Q3 		$2.04M Sell
4,562
-432
-9% -$207K 1.29% 35
2025
Q2 		$2.71M Buy
4,994
+349
+8% +$182K 1.9% 21
2025
Q1 		$2.3M Buy
4,645
+217
+5% +$120K 1.81% 23
2024
Q4 		$2.31M Buy
4,428
+15
+0.3% +$7.81K 1.76% 25
2024
Q3 		$2.17M Sell
4,413
-17
-0.4% -$7.91K 1.61% 29
2024
Q2 		$1.97M Buy
4,430
+2,819
+175% +$1.12M 1.55% 28
2024
Q1 		$643K Buy
+1,611
New +$609K 0.51% 48
2023
Q1 		– Sell
-6,879
Closed -$1.83M – 88
2022
Q4 		$1.83M Sell
6,879
-262
-4% -$63.9K 1.91% 19
2022
Q3 		$1.34M Buy
7,141
+176
+3% +$37.8K 1.46% 28
2022
Q2 		$1.4M Sell
6,965
-344
-5% -$80.7K 1.56% 30
2022
Q1 		$2.21M Buy
7,309
+158
+2% +$46.2K 2.05% 17
2021
Q4 		$2.57M Sell
7,151
-100
-1% -$34.4K 1.92% 17
2021
Q3 		$2.4M Buy
7,251
+804
+12% +$270K 1.93% 17
2021
Q2 		$1.98M Sell
6,447
-495
-7% -$139K 1.7% 22
2021
Q1 		$1.71M Sell
6,942
-828
-11% -$208K 1.51% 27
2020
Q4 		$2.12M Buy
+7,770
New +$1.93M 2.14% 16
2018
Q4 		$996K Sell
6,240
-3,774
-38% -$640K 2.68% 19
2018
Q3 		$1.92M Buy
10,014
+6
+0.1% +$1.06K 2.9% 8
2018
Q2 		$1.6M Buy
10,008
+591
+6% +$90.1K 2.76% 14
2018
Q1 		$1.3M Buy
9,417
+54
+0.6% +$7.54K 2.3% 15
2017
Q4 		$1.14M Buy
9,363
+246
+3% +$30.8K 1.98% 19
2017
Q3 		$1.06M Sell
9,117
-45
-0.5% -$4.9K 2.16% 19
2017
Q2 		$952K Sell
9,162
-477
-5% -$45.8K 1.81% 22
2017
Q1 		$821K Buy
+9,639
New +$761K 1.64% 29

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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

Terra Nova Asset Management's ISRG Position: Q1 2026 in Review

Terra Nova Asset Management reduced its Intuitive Surgical (ISRG) stake by 89% in Q1 2026, selling an estimated $1.95M and leaving 497 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #83.

Terra Nova Asset Management first reported a position in ISRG in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.71M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Terra Nova Asset Management held 497 shares of Intuitive Surgical worth $229K as of Q1 2026.
  • Terra Nova Asset Management sold 3,855 Intuitive Surgical shares in Q1 2026, an estimated $1.95M.
  • Intuitive Surgical made up 0.17% of Terra Nova Asset Management's portfolio in Q1 2026, its #83 holding.
  • Terra Nova Asset Management first reported a position in Intuitive Surgical in Q1 2017 and has held it in 26 quarters since.
  • Terra Nova Asset Management's Intuitive Surgical position peaked at $2.71M in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.