Autumn Glory Partners’s Intuitive Surgical ISRG Stock Holding History

Autumn Glory Partners’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	$378K	Buy	820 +21	+3%	+$10.6K	0.14%	144
2025 Q4	$453K	Hold	799	–	–	0.16%	136
2025 Q3	$357K	Hold	799	–	–	0.15%	138
2025 Q2	$434K	Hold	799	–	–	0.2%	124
2025 Q1	$396K	Sell	799 -91	-10%	-$50.3K	0.2%	120
2024 Q4	$465K	Sell	890 -944	-51%	-$492K	0.23%	103
2024 Q3	$902K	Buy	1,834 +1,084	+145%	+$505K	0.35%	78
2024 Q2	$334K	Hold	750	–	–	0.17%	118
2024 Q1	$299K	Hold	750	–	–	0.15%	122
2023 Q4	$272K	Buy	+750	New	+$224K	0.15%	132
2023 Q3	–	Sell	-595	Closed	-$203K	–	162
2023 Q2	$203K	Buy	+595	New	+$180K	0.15%	131

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

Autumn Glory Partners's ISRG Position: Q1 2026 in Review

Autumn Glory Partners increased its Intuitive Surgical (ISRG) stake by 2.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 820 shares worth $378K. The position accounts for 0.14% of the portfolio, ranked #144.

Autumn Glory Partners first reported a position in ISRG in Q2 2023 and has held it in 11 quarters since. The position peaked at $902K in Q3 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Autumn Glory Partners held 820 shares of Intuitive Surgical worth $378K as of Q1 2026.
Autumn Glory Partners bought 21 Intuitive Surgical shares in Q1 2026, an estimated $10.6K.
Intuitive Surgical made up 0.14% of Autumn Glory Partners's portfolio in Q1 2026, its #144 holding.
Autumn Glory Partners first reported a position in Intuitive Surgical in Q2 2023 and has held it in 11 quarters since.
Autumn Glory Partners's Intuitive Surgical position peaked at $902K in Q3 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.