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Berkeley Capital Partners’s Intuitive Surgical ISRG Stock Holding History

Berkeley Capital 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 		$224K Buy
485
+17
+4% +$8.6K 0.05% 165
2025
Q4 		$265K Buy
468
+17
+4% +$9.05K 0.06% 163
2025
Q3 		$202K Sell
451
-5
-1% -$2.4K 0.05% 182
2025
Q2 		$248K Buy
456
+22
+5% +$11.5K 0.06% 152
2025
Q1 		$215K Sell
434
-1
-0.2% -$553 0.06% 160
2024
Q4 		$227K Buy
435
+13
+3% +$6.77K 0.06% 158
2024
Q3 		$207K Buy
+422
New +$196K 0.06% 158
2020
Q3 		– Sell
-1,278
Closed -$243K – 109
2020
Q2 		$243K Sell
1,278
-1,299
-50% -$233K 0.15% 95
2020
Q1 		$425K Sell
2,577
-384
-13% -$70.3K 0.29% 72
2019
Q4 		$583K Sell
2,961
-33
-1% -$6.18K 0.3% 70
2019
Q3 		$539K Buy
2,994
+87
+3% +$15K 0.28% 73
2019
Q2 		$508K Buy
2,907
+57
+2% +$9.77K 0.24% 80
2019
Q1 		$542K Buy
2,850
+1,257
+79% +$223K 0.27% 71
2018
Q4 		$254K Buy
1,593
+30
+2% +$5.08K 0.14% 113
2018
Q3 		$299K Sell
1,563
-48
-3% -$8.52K 0.17% 97
2018
Q2 		$256K Sell
1,611
-5,364
-77% -$818K 0.15% 107
2018
Q1 		$959K Sell
6,975
-333
-5% -$46.5K 0.55% 42
2017
Q4 		$889K Sell
7,308
-378
-5% -$47.3K 0.59% 41
2017
Q3 		$893K Sell
7,686
-153
-2% -$16.7K 0.6% 40
2017
Q2 		$779K Sell
7,839
-1,881
-19% -$181K 0.53% 49
2017
Q1 		$828K Buy
9,720
+936
+11% +$73.9K 0.56% 43
2016
Q4 		$619K Sell
8,784
-873
-9% -$64.2K 0.45% 59
2016
Q3 		$778K Sell
9,657
-9
-0.1% -$689 0.55% 40
2016
Q2 		$710K Sell
9,666
-1,116
-10% -$78.5K 0.5% 42
2016
Q1 		$720K Sell
10,782
-1,791
-14% -$111K 0.52% 41
2015
Q4 		$763K Buy
+12,573
New +$706K 0.62% 40

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

Berkeley Capital Partners's ISRG Position: Q1 2026 in Review

Berkeley Capital Partners increased its Intuitive Surgical (ISRG) stake by 3.6% in Q1 2026, buying an estimated $8.6K and bringing the position to 485 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #165.

Berkeley Capital Partners first reported a position in ISRG in Q4 2015 and has held it in 26 quarters since. The position peaked at $959K in Q1 2018. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Berkeley Capital Partners held 485 shares of Intuitive Surgical worth $224K as of Q1 2026.
  • Berkeley Capital Partners bought 17 Intuitive Surgical shares in Q1 2026, an estimated $8.6K.
  • Intuitive Surgical made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #165 holding.
  • Berkeley Capital Partners first reported a position in Intuitive Surgical in Q4 2015 and has held it in 26 quarters since.
  • Berkeley Capital Partners's Intuitive Surgical position peaked at $959K in Q1 2018.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.