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Barrett & Company’s Intuitive Surgical ISRG Stock Holding History

Barrett & Company’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 		$16.6K Hold
36
– – 0.01% 422
2025
Q4 		$20.4K Hold
36
– – 0.01% 408
2025
Q3 		$16.1K Hold
36
– – 0.01% 429
2025
Q2 		$19.6K Hold
36
– – 0.01% 419
2025
Q1 		$17.8K Hold
36
– – 0.01% 391
2024
Q4 		$18.8K Hold
36
– – 0.01% 377
2024
Q3 		$17.7K Sell
36
-120
-77% -$55.9K 0.01% 379
2024
Q2 		$69.4K Buy
156
+20
+15% +$7.97K 0.03% 231
2024
Q1 		$54.3K Hold
136
– – 0.03% 261
2023
Q4 		$45.9K Hold
136
– – 0.02% 262
2023
Q3 		$39.8K Buy
136
+20
+17% +$6.25K 0.02% 268
2023
Q2 		$39.9K Sell
116
-1
-0.9% -$303 0.02% 268
2023
Q1 		$29.8K Hold
117
– – 0.02% 279
2022
Q4 		$31K Hold
117
– – 0.02% 270
2022
Q3 		$31K Buy
+117
New +$25.1K 0.02% 270

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

Barrett & Company's ISRG Position: Q1 2026 in Review

Barrett & Company held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 36 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #422.

Barrett & Company first reported a position in ISRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $69.4K in Q2 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Barrett & Company held 36 shares of Intuitive Surgical worth $16.6K as of Q1 2026.
  • Barrett & Company left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #422 holding.
  • Barrett & Company first reported a position in Intuitive Surgical in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Intuitive Surgical position peaked at $69.4K in Q2 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.