Benchmark Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Benchmark Investment Advisors’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	$214K	Buy	+465	New	+$235K	0.12%	73
2025 Q3	$233K	Buy	+522	New	+$250K	0.14%	73
2025 Q1	$257K	Buy	519 +16	+3%	+$8.85K	0.17%	83
2024 Q4	$263K	Sell	503 -2	-0.4%	-$1.04K	0.17%	78
2024 Q3	$248K	Sell	505 -5	-1%	-$2.33K	0.18%	80
2024 Q2	$227K	Sell	510 -5	-1%	-$1.99K	0.16%	84
2024 Q1	$206K	Buy	+515	New	+$195K	0.16%	89
2022 Q2	–	Sell	-1,402	Closed	-$423K	–	96
2022 Q1	$423K	Buy	1,402 +70	+5%	+$20.4K	0.32%	81
2021 Q4	$479K	Buy	+1,332	New	+$458K	0.39%	67

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

Benchmark Investment Advisors's ISRG Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 465 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in ISRG as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in ISRG in Q4 2021 and has held it in 9 quarters since. The position peaked at $479K in Q4 2021. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Benchmark Investment Advisors held 465 shares of Intuitive Surgical worth $214K as of Q1 2026.
Intuitive Surgical was a new Benchmark Investment Advisors position in Q1 2026.
Intuitive Surgical made up 0.12% of Benchmark Investment Advisors's portfolio in Q1 2026, its #73 holding.
Benchmark Investment Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 9 quarters since.
Benchmark Investment Advisors's Intuitive Surgical position peaked at $479K in Q4 2021.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.