Alpha Family Trust’s Intuitive Surgical ISRG Stock Holding History

Alpha Family Trust’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	$980K	Hold	2,125	–	–	0.48%	37
2025 Q4	$1.2M	Hold	2,125	–	–	0.55%	28
2025 Q3	$950K	Sell	2,125 -410	-16%	-$197K	0.45%	41
2025 Q2	$1.38M	Buy	2,535 +410	+19%	+$214K	0.68%	21
2025 Q1	$1.05M	Hold	2,125	–	–	0.61%	30
2024 Q4	$1.11M	Hold	2,125	–	–	0.62%	23
2024 Q3	$1.04M	Hold	2,125	–	–	0.58%	29
2024 Q2	$945K	Hold	2,125	–	–	0.55%	33
2024 Q1	$848K	Hold	2,125	–	–	0.51%	36
2023 Q4	$717K	Hold	2,125	–	–	0.48%	34
2023 Q3	$621K	Hold	2,125	–	–	0.47%	41
2023 Q2	$727K	Hold	2,125	–	–	0.51%	33
2023 Q1	$543K	Sell	2,125 -215	-9%	-$53K	0.43%	45
2022 Q4	$621K	Buy	+2,340	New	+$571K	0.56%	38

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

Alpha Family Trust's ISRG Position: Q1 2026 in Review

Alpha Family Trust held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 2,125 shares worth $980K. The position accounts for 0.48% of the portfolio, ranked #37.

Alpha Family Trust first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Alpha Family Trust held 2,125 shares of Intuitive Surgical worth $980K as of Q1 2026.
Alpha Family Trust left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.48% of Alpha Family Trust's portfolio in Q1 2026, its #37 holding.
Alpha Family Trust first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Intuitive Surgical position peaked at $1.38M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.