Wellington Management Group’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 | $1.83B | Buy |
3,959,290
+513,410
| +15% | +$260M | 0.34% | 65 |
|
|
2025
Q4 | $1.95B | Buy |
3,445,880
+294,651
| +9% | +$157M | 0.34% | 67 |
|
|
2025
Q3 | $1.41B | Sell |
3,151,229
-5,478
| -0.2% | -$2.63M | 0.25% | 94 |
|
|
2025
Q2 | $1.72B | Sell |
3,156,707
-342,345
| -10% | -$179M | 0.31% | 77 |
|
|
2025
Q1 | $1.73B | Buy |
3,499,052
+457,080
| +15% | +$253M | 0.33% | 75 |
|
|
2024
Q4 | $1.59B | Sell |
3,041,972
-73,052
| -2% | -$38M | 0.29% | 82 |
|
|
2024
Q3 | $1.53B | Buy |
3,115,024
+53,383
| +2% | +$24.9M | 0.27% | 94 |
|
|
2024
Q2 | $1.36B | Buy |
3,061,641
+1,477,130
| +93% | +$588M | 0.24% | 103 |
|
|
2024
Q1 | $632M | Buy |
1,584,511
+879,221
| +125% | +$332M | 0.11% | 187 |
|
|
2023
Q4 | $238M | Sell |
705,290
-392,172
| -36% | -$117M | 0.04% | 359 |
|
|
2023
Q3 | $321M | Buy |
1,097,462
+147,119
| +15% | +$45.9M | 0.06% | 273 |
|
|
2023
Q2 | $325M | Sell |
950,343
-45,881
| -5% | -$13.9M | 0.06% | 284 |
|
|
2023
Q1 | $255M | Sell |
996,224
-135,465
| -12% | -$33.4M | 0.05% | 336 |
|
|
2022
Q4 | $300M | Sell |
1,131,689
-137,049
| -11% | -$33.4M | 0.06% | 298 |
|
|
2022
Q3 | $238M | Buy |
1,268,738
+700,859
| +123% | +$151M | 0.05% | 332 |
|
|
2022
Q2 | $114M | Sell |
567,879
-17,778
| -3% | -$4.17M | 0.02% | 508 |
|
|
2022
Q1 | $177M | Buy |
585,657
+376,272
| +180% | +$110M | 0.03% | 445 |
|
|
2021
Q4 | $75.2M | Sell |
209,385
-194,871
| -48% | -$67M | 0.01% | 707 |
|
|
2021
Q3 | $134M | Sell |
404,256
-1,779,624
| -81% | -$598M | 0.02% | 546 |
|
|
2021
Q2 | $669M | Sell |
2,183,880
-10,626
| -0.5% | -$2.98M | 0.11% | 189 |
|
|
2021
Q1 | $541M | Sell |
2,194,506
-1,499,154
| -41% | -$377M | 0.1% | 213 |
|
|
2020
Q4 | $1.01B | Sell |
3,693,660
-47,193
| -1% | -$11.7M | 0.19% | 120 |
|
|
2020
Q3 | $885M | Sell |
3,740,853
-600,579
| -14% | -$135M | 0.18% | 122 |
|
|
2020
Q2 | $825M | Buy |
4,341,432
+40,944
| +1% | +$7.34M | 0.18% | 124 |
|
|
2020
Q1 | $710M | Buy |
4,300,488
+3,487,407
| +429% | +$639M | 0.19% | 123 |
|
|
2019
Q4 | $160M | Sell |
813,081
-32,673
| -4% | -$6.12M | 0.03% | 455 |
|
|
2019
Q3 | $152M | Sell |
845,754
-1,192,644
| -59% | -$206M | 0.03% | 439 |
|
|
2019
Q2 | $356M | Buy |
2,038,398
+1,686,060
| +479% | +$289M | 0.08% | 252 |
|
|
2019
Q1 | $67M | Buy |
352,338
+171,981
| +95% | +$30.6M | 0.02% | 654 |
|
|
2018
Q4 | $28.8M | Sell |
180,357
-55,110
| -23% | -$9.34M | 0.01% | 888 |
|
|
2018
Q3 | $45.1M | Sell |
235,467
-295,578
| -56% | -$52.5M | 0.01% | 834 |
|
|
2018
Q2 | $84.7M | Sell |
531,045
-122,694
| -19% | -$18.7M | 0.02% | 635 |
|
|
2018
Q1 | $90M | Sell |
653,739
-288,051
| -31% | -$40.2M | 0.02% | 605 |
|
|
2017
Q4 | $115M | Sell |
941,790
-1,638,825
| -64% | -$205M | 0.03% | 523 |
|
|
2017
Q3 | $300M | Sell |
2,580,615
-1,327,320
| -34% | -$145M | 0.07% | 270 |
|
|
2017
Q2 | $406M | Buy |
3,907,935
+1,380,879
| +55% | +$133M | 0.1% | 222 |
|
|
2017
Q1 | $215M | Buy |
2,527,056
+559,593
| +28% | +$44.2M | 0.05% | 314 |
|
|
2016
Q4 | $139M | Sell |
1,967,463
-609,840
| -24% | -$44.8M | 0.03% | 402 |
|
|
2016
Q3 | $208M | Sell |
2,577,303
-1,755,981
| -41% | -$134M | 0.05% | 315 |
|
|
2016
Q2 | $318M | Sell |
4,333,284
-3,416,832
| -44% | -$240M | 0.08% | 225 |
|
|
2016
Q1 | $518M | Sell |
7,750,116
-2,079,783
| -21% | -$129M | 0.14% | 162 |
|
|
2015
Q4 | $597M | Buy |
9,829,899
+1,782,144
| +22% | +$100M | 0.16% | 141 |
|
|
2015
Q3 | $411M | Sell |
8,047,755
-3,602,133
| -31% | -$204M | 0.11% | 187 |
|
|
2015
Q2 | $627M | Buy |
11,649,888
+7,597,485
| +187% | +$425M | 0.16% | 135 |
|
|
2015
Q1 | $227M | Buy |
4,052,403
+28,539
| +0.7% | +$1.62M | 0.06% | 320 |
|
|
2014
Q4 | $236M | Sell |
4,023,864
-212,022
| -5% | -$11.8M | 0.06% | 300 |
|
|
2014
Q3 | $217M | Buy |
4,235,886
+225,459
| +6% | +$11.2M | 0.06% | 306 |
|
|
2014
Q2 | $183M | Buy |
4,010,427
+2,409,606
| +151% | +$106M | 0.05% | 380 |
|
|
2014
Q1 | $77.9M | Sell |
1,600,821
-9,567
| -0.6% | -$451K | 0.02% | 598 |
|
|
2013
Q4 | $68.7M | Buy |
1,610,388
+119,583
| +8% | +$5.03M | 0.02% | 642 |
|
|
2013
Q3 | $62.3M | Buy |
1,490,805
+957,006
| +179% | +$42.3M | 0.02% | 651 |
|
|
2013
Q2 | $30M | Buy |
+533,799
| New | +$29.4M | 0.01% | 847 |
|
Other funds holding ISRG
VCM
VPM
Wellington Management Group's ISRG Position: Q1 2026 in Review
Wellington Management Group increased its Intuitive Surgical (ISRG) stake by 15% in Q1 2026, buying an estimated $260M and bringing the position to 3,959,290 shares worth $1.83B. The position accounts for 0.34% of the portfolio, ranked #65.
Wellington Management Group first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95B in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Wellington Management Group held 3,959,290 shares of Intuitive Surgical worth $1.83B as of Q1 2026.
- Wellington Management Group bought 513,410 Intuitive Surgical shares in Q1 2026, an estimated $260M.
- Intuitive Surgical made up 0.34% of Wellington Management Group's portfolio in Q1 2026, its #65 holding.
- Wellington Management Group first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Intuitive Surgical position peaked at $1.95B in Q4 2025.
- 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.