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Belpointe Asset Management’s Intuitive Surgical ISRG Stock Holding History

Belpointe Asset 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 		$2.3M Buy
4,984
+333
+7% +$168K 0.08% 216
2025
Q4 		$2.63M Buy
4,651
+2,653
+133% +$1.41M 0.1% 186
2025
Q3 		$894K Sell
1,998
-353
-15% -$169K 0.03% 446
2025
Q2 		$1.28M Sell
2,351
-73
-3% -$38.2K 0.05% 288
2025
Q1 		$1.2M Sell
2,424
-143
-6% -$79.1K 0.06% 294
2024
Q4 		$1.26M Sell
2,567
-12
-0.5% -$6.25K 0.08% 256
2024
Q3 		$1.27M Sell
2,579
-118
-4% -$54.9K 0.08% 255
2024
Q2 		$1.2M Buy
2,697
+153
+6% +$60.9K 0.08% 225
2024
Q1 		$1.02M Buy
2,544
+68
+3% +$25.7K 0.08% 259
2023
Q4 		$835K Sell
2,476
-120
-5% -$35.8K 0.07% 249
2023
Q3 		$759K Buy
2,596
+213
+9% +$66.5K 0.08% 246
2023
Q2 		$815K Sell
2,383
-1,126
-32% -$341K 0.09% 221
2023
Q1 		$896K Buy
3,509
+564
+19% +$139K 0.05% 364
2022
Q4 		$781K Buy
2,945
+66
+2% +$16.1K 0.05% 387
2022
Q3 		$540K Buy
2,879
+1,983
+221% +$426K 0.04% 476
2022
Q2 		$180K Sell
896
-322
-26% -$75.5K 0.01% 866
2022
Q1 		$367K Sell
1,218
-587
-33% -$171K 0.02% 641
2021
Q4 		$649K Buy
1,805
+863
+92% +$297K 0.04% 442
2021
Q3 		$312K Buy
942
+234
+33% +$78.6K 0.02% 665
2021
Q2 		$217K Buy
708
+132
+23% +$37K 0.02% 807
2021
Q1 		$141K Sell
576
-621
-52% -$156K 0.01% 877
2020
Q4 		$326K Sell
1,197
-282
-19% -$70K 0.03% 530
2020
Q3 		$349K Sell
1,479
-3,468
-70% -$779K 0.04% 395
2020
Q2 		$941K Buy
4,947
+3,771
+321% +$676K 0.12% 182
2020
Q1 		$194K Sell
1,176
-489
-29% -$89.6K 0.03% 436
2019
Q4 		$328K Sell
1,665
-1,071
-39% -$201K 0.04% 425
2019
Q3 		$492K Sell
2,736
-354
-11% -$61.2K 0.08% 287
2019
Q2 		$540K Buy
3,090
+831
+37% +$142K 0.11% 210
2019
Q1 		$430K Buy
2,259
+957
+74% +$170K 0.08% 187
2018
Q4 		$208K Sell
1,302
-486
-27% -$82.4K 0.05% 339
2018
Q3 		$342K Buy
+1,788
New +$317K 0.05% 330

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

Belpointe Asset Management's ISRG Position: Q1 2026 in Review

Belpointe Asset Management increased its Intuitive Surgical (ISRG) stake by 7.2% in Q1 2026, buying an estimated $168K and bringing the position to 4,984 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #216.

Belpointe Asset Management first reported a position in ISRG in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.63M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Belpointe Asset Management held 4,984 shares of Intuitive Surgical worth $2.3M as of Q1 2026.
  • Belpointe Asset Management bought 333 Intuitive Surgical shares in Q1 2026, an estimated $168K.
  • Intuitive Surgical made up 0.08% of Belpointe Asset Management's portfolio in Q1 2026, its #216 holding.
  • Belpointe Asset Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 31 quarters since.
  • Belpointe Asset Management's Intuitive Surgical position peaked at $2.63M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.