Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Intuitive Surgical ISRG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$153M Sell
332,931
-18,204
-5% -$9.21M 0.26% 70
2025
Q4 		$199M Sell
351,135
-9,825
-3% -$5.23M 0.32% 54
2025
Q3 		$161M Buy
360,960
+5,522
+2% +$2.65M 0.27% 66
2025
Q2 		$193M Buy
355,438
+19,681
+6% +$10.3M 0.34% 49
2025
Q1 		$166M Buy
335,757
+14,002
+4% +$7.74M 0.33% 55
2024
Q4 		$168M Buy
+321,755
New +$168M 0.33% 55

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

Universal-Beteiligungs- und Servicegesellschaft's ISRG Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Intuitive Surgical (ISRG) stake by 5.2% in Q1 2026, selling an estimated $9.21M and leaving 332,931 shares worth $153M. The position accounts for 0.26% of the portfolio, ranked #70.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $199M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 332,931 shares of Intuitive Surgical worth $153M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 18,204 Intuitive Surgical shares in Q1 2026, an estimated $9.21M.
  • Intuitive Surgical made up 0.26% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #70 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Intuitive Surgical position peaked at $199M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.