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Blalock Williams’s Intuitive Surgical ISRG Stock Holding History

Blalock Williams’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 		$218K Sell
474
-114
-19% -$57.7K 0.17% 134
2025
Q4 		$333K Buy
588
+47
+9% +$25K 0.27% 84
2025
Q3 		$242K Sell
541
-43
-7% -$20.6K 0.21% 114
2025
Q2 		$317K Buy
+584
New +$305K 0.32% 85

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

Blalock Williams's ISRG Position: Q1 2026 in Review

Blalock Williams reduced its Intuitive Surgical (ISRG) stake by 19% in Q1 2026, selling an estimated $57.7K and leaving 474 shares worth $218K. The position accounts for 0.17% of the portfolio, ranked #134.

Blalock Williams first reported a position in ISRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Blalock Williams held 474 shares of Intuitive Surgical worth $218K as of Q1 2026.
  • Blalock Williams sold 114 Intuitive Surgical shares in Q1 2026, an estimated $57.7K.
  • Intuitive Surgical made up 0.17% of Blalock Williams's portfolio in Q1 2026, its #134 holding.
  • Blalock Williams first reported a position in Intuitive Surgical in Q2 2025 and has held it in 4 quarters since.
  • Blalock Williams's Intuitive Surgical position peaked at $333K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.