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Berkshire Asset Management’s Intuitive Surgical ISRG Stock Holding History

Berkshire 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 		$206K Sell
446
-5
-1% -$2.53K 0.01% 255
2025
Q4 		$255K Sell
451
-2
-0.4% -$1.06K 0.01% 235
2025
Q3 		$203K Hold
453
– – 0.01% 291
2025
Q2 		$246K Hold
453
– – 0.01% 252
2025
Q1 		$244K Sell
453
-32
-7% -$17.7K 0.01% 256
2024
Q4 		$283K Buy
+485
New +$253K 0.01% 244

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

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

Berkshire Asset Management reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, selling an estimated $2.53K and leaving 446 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #255.

Berkshire Asset Management first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q4 2024. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Berkshire Asset Management held 446 shares of Intuitive Surgical worth $206K as of Q1 2026.
  • Berkshire Asset Management sold 5 Intuitive Surgical shares in Q1 2026, an estimated $2.53K.
  • Intuitive Surgical made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #255 holding.
  • Berkshire Asset Management first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Berkshire Asset Management's Intuitive Surgical position peaked at $283K in Q4 2024.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.