Arcadia Investment Management’s Intuitive Surgical ISRG Stock Holding History

Arcadia Investment 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	$1.61M	Buy	3,503 +55	+2%	+$27.8K	0.28%	60
2025 Q4	$1.95M	Buy	3,448 +1,248	+57%	+$664K	0.32%	55
2025 Q3	$984K	Hold	2,200	–	–	0.15%	71
2025 Q2	$1.2M	Hold	2,200	–	–	0.19%	65
2025 Q1	$1.09M	Hold	2,200	–	–	0.2%	67
2024 Q4	$1.15M	Hold	2,200	–	–	0.18%	68
2024 Q3	$1.08M	Buy	+2,200	New	+$1.02M	0.18%	72
2023 Q1	–	Sell	-300	Closed	-$79.6K	–	365
2022 Q4	$79.6K	Buy	+300	New	+$73.1K	0.02%	190
2020 Q4	–	Sell	-135	Closed	-$32K	–	269
2020 Q3	$32K	Hold	135	–	–	0.01%	222
2020 Q2	$26K	Hold	135	–	–	0.01%	220
2020 Q1	$22K	Hold	135	–	–	0.01%	241
2019 Q4	$27K	Hold	135	–	–	0.01%	236
2019 Q3	$24K	Hold	135	–	–	0.01%	242
2019 Q2	$24K	Hold	135	–	–	0.01%	255
2019 Q1	$26K	Hold	135	–	–	0.01%	236
2018 Q4	$22K	Hold	135	–	–	0.01%	235
2018 Q3	$26K	Hold	135	–	–	0.01%	263
2018 Q2	$22K	Hold	135	–	–	0.01%	279
2018 Q1	$19K	Hold	135	–	–	0.01%	290
2017 Q4	$16K	Hold	135	–	–	﹤0.01%	308
2017 Q3	$16K	Hold	135	–	–	﹤0.01%	312
2017 Q2	$14K	Hold	135	–	–	﹤0.01%	308
2017 Q1	$11K	Buy	+135	New	+$10.7K	﹤0.01%	371
2016 Q3	–	Sell	-675	Closed	-$50K	–	384
2016 Q2	$50K	Buy	+675	New	+$47.5K	0.02%	197

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

Arcadia Investment Management's ISRG Position: Q1 2026 in Review

Arcadia Investment Management increased its Intuitive Surgical (ISRG) stake by 1.6% in Q1 2026, buying an estimated $27.8K and bringing the position to 3,503 shares worth $1.61M. The position accounts for 0.28% of the portfolio, ranked #60.

Arcadia Investment Management first reported a position in ISRG in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.95M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Arcadia Investment Management held 3,503 shares of Intuitive Surgical worth $1.61M as of Q1 2026.
Arcadia Investment Management bought 55 Intuitive Surgical shares in Q1 2026, an estimated $27.8K.
Intuitive Surgical made up 0.28% of Arcadia Investment Management's portfolio in Q1 2026, its #60 holding.
Arcadia Investment Management first reported a position in Intuitive Surgical in Q2 2016 and has held it in 24 quarters since.
Arcadia Investment Management's Intuitive Surgical position peaked at $1.95M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.