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Baldwin Investment Management’s Intuitive Surgical ISRG Stock Holding History

Baldwin 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 		$4.99M Buy
10,825
+259
+2% +$131K 0.58% 25
2025
Q4 		$5.98M Buy
10,566
+4
+0% +$2.13K 0.68% 19
2025
Q3 		$4.72M Buy
10,562
+705
+7% +$338K 0.54% 27
2025
Q2 		$5.36M Sell
9,857
-119
-1% -$62.2K 0.65% 18
2025
Q1 		$4.94M Buy
9,976
+319
+3% +$176K 0.59% 21
2024
Q4 		$5.04M Sell
9,657
-86
-0.9% -$44.8K 0.66% 17
2024
Q3 		$4.79M Buy
9,743
+158
+2% +$73.6K 0.6% 22
2024
Q2 		$4.26M Buy
9,585
+671
+8% +$267K 0.58% 22
2024
Q1 		$3.56M Buy
8,914
+426
+5% +$161K 0.48% 31
2023
Q4 		$2.86M Buy
8,488
+991
+13% +$295K 0.45% 35
2023
Q3 		$2.19M Buy
7,497
+657
+10% +$205K 0.37% 42
2023
Q2 		$2.34M Sell
6,840
-155
-2% -$46.9K 0.39% 42
2023
Q1 		$1.79M Sell
6,995
-1,160
-14% -$286K 0.32% 57
2022
Q4 		$2.16M Sell
8,155
-310
-4% -$75.6K 0.39% 47
2022
Q3 		$1.59K Sell
8,465
-488
-5% -$105K 0.32% 55
2022
Q2 		$1.8K Buy
8,953
+5,323
+147% +$1.25M 0.34% 55
2022
Q1 		$1.09K Buy
+3,630
New +$1.06M 0.17% 97

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baldwin Investment Management increased its Intuitive Surgical (ISRG) stake by 2.5% in Q1 2026, buying an estimated $131K and bringing the position to 10,825 shares worth $4.99M. The position accounts for 0.58% of the portfolio, ranked #25.

Baldwin Investment Management first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.98M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Baldwin Investment Management held 10,825 shares of Intuitive Surgical worth $4.99M as of Q1 2026.
  • Baldwin Investment Management bought 259 Intuitive Surgical shares in Q1 2026, an estimated $131K.
  • Intuitive Surgical made up 0.58% of Baldwin Investment Management's portfolio in Q1 2026, its #25 holding.
  • Baldwin Investment Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • Baldwin Investment Management's Intuitive Surgical position peaked at $5.98M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.