Vestmark Advisory Solutions’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.3M Buy
26,646
+4,094
+18% +$2.07M 0.14% 159
2025
Q4
$12.8M Buy
22,552
+11,419
+103% +$6.08M 0.17% 117
2025
Q3
$4.98M Sell
11,133
-32
-0.3% -$15.4K 0.09% 217
2025
Q2
$6.07M Sell
11,165
-5,979
-35% -$3.13M 0.09% 171
2025
Q1
$8.49M Buy
17,144
+8,350
+95% +$4.62M 0.22% 115
2024
Q4
$4.59M Buy
8,794
+29
+0.3% +$15.1K 0.16% 138
2024
Q3
$4.31M Buy
8,765
+567
+7% +$264K 0.16% 132
2024
Q2
$3.65M Buy
8,198
+164
+2% +$65.3K 0.15% 149
2024
Q1
$3.21M Sell
8,034
-278
-3% -$105K 0.14% 185
2023
Q4
$2.8M Sell
8,312
-46
-0.6% -$13.7K 0.14% 181
2023
Q3
$2.44M Sell
8,358
-5,080
-38% -$1.59M 0.18% 142
2023
Q2
$4.59M Buy
13,438
+350
+3% +$106K 0.18% 150
2023
Q1
$3.34M Buy
13,088
+1,218
+10% +$300K 0.14% 190
2022
Q4
$3.15M Buy
11,870
+6,626
+126% +$1.62M 0.15% 184
2022
Q3
$983K Sell
5,244
-5,008
-49% -$1.08M 0.05% 389
2022
Q2
$2.06M Buy
10,252
+2,179
+27% +$511K 0.12% 234
2022
Q1
$2.44M Buy
8,073
+3,546
+78% +$1.04M 0.14% 197
2021
Q4
$1.63M Buy
4,527
+2,568
+131% +$884K 0.09% 275
2021
Q3
$649K Buy
1,959
+105
+6% +$35.3K 0.04% 426
2021
Q2
$568K Buy
1,854
+87
+5% +$24.4K 0.04% 443
2021
Q1
$435K Sell
1,767
-237
-12% -$59.6K 0.04% 481
2020
Q4
$546K Buy
2,004
+477
+31% +$118K 0.06% 339
2020
Q3
$361K Buy
+1,527
New +$343K 0.05% 381
2020
Q2
Sell
-1,518
Closed -$251K 544
2020
Q1
$251K Buy
+1,518
New +$278K 0.05% 405
2019
Q4
Sell
-1,281
Closed -$231K 390
2019
Q3
$231K Buy
+1,281
New +$222K 0.04% 501

Other funds holding ISRG

Vestmark Advisory Solutions's ISRG Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, buying an estimated $2.07M and bringing the position to 26,646 shares worth $12.3M. The position accounts for 0.14% of the portfolio, ranked #159.

Vestmark Advisory Solutions first reported a position in ISRG in Q3 2019 and has held it in 25 quarters since. The position peaked at $12.8M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Vestmark Advisory Solutions held 26,646 shares of Intuitive Surgical worth $12.3M as of Q1 2026.
  • Vestmark Advisory Solutions bought 4,094 Intuitive Surgical shares in Q1 2026, an estimated $2.07M.
  • Intuitive Surgical made up 0.14% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #159 holding.
  • Vestmark Advisory Solutions first reported a position in Intuitive Surgical in Q3 2019 and has held it in 25 quarters since.
  • Vestmark Advisory Solutions's Intuitive Surgical position peaked at $12.8M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.