UBS Group
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UBS Group’s Intuitive Surgical ISRG Stock Holding History

UBS Group’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 		$755M Sell
1,637,924
-183,794
-10% -$93M 0.11% 174
2025
Q4 		$1.03B Sell
1,821,718
-18,866
-1% -$10M 0.17% 109
2025
Q3 		$823M Buy
1,840,584
+157,576
+9% +$75.6M 0.13% 134
2025
Q2 		$915M Sell
1,683,008
-273,585
-14% -$143M 0.16% 119
2025
Q1 		$969M Sell
1,956,593
-201,170
-9% -$111M 0.18% 95
2024
Q4 		$1.13B Buy
2,157,763
+358,236
+20% +$187M 0.21% 80
2024
Q3 		$884M Buy
1,799,527
+124,606
+7% +$58M 0.19% 101
2024
Q2 		$745M Buy
1,674,921
+198,961
+13% +$79.2M 0.18% 107
2024
Q1 		$589M Sell
1,475,960
-196,103
-12% -$74.1M 0.15% 132
2023
Q4 		$564M Buy
1,672,063
+399,479
+31% +$119M 0.17% 120
2023
Q3 		$372M Sell
1,272,584
-107,569
-8% -$33.6M 0.13% 155
2023
Q2 		$472M Buy
1,380,153
+104,252
+8% +$31.5M 0.16% 133
2023
Q1 		$326M Sell
1,275,901
-87,929
-6% -$21.7M 0.12% 172
2022
Q4 		$362M Buy
1,363,830
+497,614
+57% +$121M 0.14% 160
2022
Q3 		$162M Sell
866,216
-42,113
-5% -$9.04M 0.07% 284
2022
Q2 		$182M Buy
908,329
+219,807
+32% +$51.6M 0.07% 279
2022
Q1 		$208M Sell
688,522
-61,760
-8% -$18M 0.07% 283
2021
Q4 		$270M Sell
750,282
-32,316
-4% -$11.1M 0.08% 262
2021
Q3 		$259M Buy
782,598
+55,302
+8% +$18.6M 0.08% 242
2021
Q2 		$223M Sell
727,296
-105,015
-13% -$29.5M 0.07% 270
2021
Q1 		$205M Buy
832,311
+105,144
+14% +$26.5M 0.07% 287
2020
Q4 		$198M Buy
727,167
+100,038
+16% +$24.8M 0.07% 281
2020
Q3 		$148M Sell
627,129
-81,165
-11% -$18.2M 0.06% 297
2020
Q2 		$135M Buy
708,294
+223,170
+46% +$40M 0.06% 308
2020
Q1 		$80.1M Sell
485,124
-218,514
-31% -$40M 0.04% 407
2019
Q4 		$139M Buy
703,638
+26,064
+4% +$4.88M 0.05% 347
2019
Q3 		$122M Sell
677,574
-100,110
-13% -$17.3M 0.05% 357
2019
Q2 		$136M Sell
777,684
-55,989
-7% -$9.59M 0.05% 315
2019
Q1 		$159M Buy
833,673
+138,189
+20% +$24.6M 0.07% 266
2018
Q4 		$111M Sell
695,484
-34,605
-5% -$5.86M 0.05% 338
2018
Q3 		$140M Buy
730,089
+3,075
+0.4% +$546K 0.06% 309
2018
Q2 		$116M Sell
727,014
-136,701
-16% -$20.8M 0.05% 355
2018
Q1 		$119M Buy
863,715
+173,694
+25% +$24.2M 0.05% 334
2017
Q4 		$83.9M Buy
690,021
+147,267
+27% +$18.4M 0.03% 462
2017
Q3 		$63.1M Sell
542,754
-87,696
-14% -$9.56M 0.03% 509
2017
Q2 		$65.5M Buy
630,450
+27,765
+5% +$2.67M 0.03% 475
2017
Q1 		$51.3M Sell
602,685
-81,126
-12% -$6.41M 0.03% 543
2016
Q4 		$48.2M Buy
683,811
+47,655
+7% +$3.5M 0.03% 563
2016
Q3 		$51.2M Buy
636,156
+108,153
+20% +$8.28M 0.03% 509
2016
Q2 		$38.8M Sell
528,003
-113,913
-18% -$8.02M 0.02% 602
2016
Q1 		$42.9M Buy
641,916
+184,923
+40% +$11.5M 0.03% 520
2015
Q4 		$27.7M Buy
456,993
+93,132
+26% +$5.23M 0.02% 771
2015
Q3 		$18.6M Sell
363,861
-124,551
-26% -$7.05M 0.01% 942
2015
Q2 		$26.3M Buy
488,412
+3,726
+0.8% +$208K 0.02% 812
2015
Q1 		$27.2M Sell
484,686
-71,784
-13% -$4.06M 0.02% 782
2014
Q4 		$32.7M Buy
+556,470
New +$31M 0.02% 710

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

UBS Group's ISRG Position: Q1 2026 in Review

UBS Group reduced its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, selling an estimated $93M and leaving 1,637,924 shares worth $755M. The position accounts for 0.11% of the portfolio, ranked #174.

UBS Group first reported a position in ISRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.13B in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • UBS Group held 1,637,924 shares of Intuitive Surgical worth $755M as of Q1 2026.
  • UBS Group sold 183,794 Intuitive Surgical shares in Q1 2026, an estimated $93M.
  • Intuitive Surgical made up 0.11% of UBS Group's portfolio in Q1 2026, its #174 holding.
  • UBS Group first reported a position in Intuitive Surgical in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Intuitive Surgical position peaked at $1.13B in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.