Verition Fund Management’s Intuitive Surgical ISRG Stock Holding History

Verition Fund 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	$691K	Buy	+1,500	New	+$759K	﹤0.01%	1468
2025 Q4	–	Sell	-6,500	Closed	-$2.91M	–	3710
2025 Q3	$2.91M	Sell	6,500 -800	-11%	-$384K	0.01%	1662
2025 Q2	$3.97M	Buy	7,300 +4,300	+143%	+$2.25M	0.02%	1352
2025 Q1	$1.49M	Buy	3,000 +2,100	+233%	+$1.16M	0.01%	1797
2024 Q4	$470K	Buy	+900	New	+$469K	﹤0.01%	2518
2024 Q3	–	Sell	-1,000	Closed	-$445K	–	3359
2024 Q2	$445K	Buy	+1,000	New	+$398K	﹤0.01%	2111
2024 Q1	–	Sell	-900	Closed	-$304K	–	2872
2023 Q4	$304K	Hold	900	–	–	﹤0.01%	1795
2023 Q3	$263K	Hold	900	–	–	﹤0.01%	1815
2023 Q2	$308K	Hold	900	–	–	﹤0.01%	1543
2023 Q1	$230K	Sell	900 -1,700	-65%	-$419K	﹤0.01%	1682
2022 Q4	$690K	Sell	2,600 -300	-10%	-$73.1K	0.01%	1090
2022 Q3	$544K	Buy	+2,900	New	+$623K	0.01%	1838
2022 Q2	–	Sell	-4,000	Closed	-$1.21M	–	2698
2022 Q1	$1.21M	Buy	4,000 +1,800	+82%	+$526K	0.01%	1332
2021 Q4	$790K	Buy	+2,200	New	+$757K	0.01%	1438

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

Verition Fund Management's ISRG Position: Q1 2026 in Review

Verition Fund Management increased its Intuitive Surgical (ISRG) stake by 489% in Q1 2026, buying an estimated $13.2M and bringing the position to 31,491 shares worth $14.5M. The position accounts for 0.09% of the portfolio, ranked #215.

Verition Fund Management first reported a position in ISRG in Q2 2013 and has held it in 26 quarters since. The position peaked at $16.4M in Q1 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Verition Fund Management held 31,491 shares of Intuitive Surgical worth $14.5M as of Q1 2026.
Verition Fund Management bought 26,147 Intuitive Surgical shares in Q1 2026, an estimated $13.2M.
Intuitive Surgical made up 0.09% of Verition Fund Management's portfolio in Q1 2026, its #215 holding.
Verition Fund Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 26 quarters since.
Verition Fund Management's Intuitive Surgical position peaked at $16.4M in Q1 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.