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Bourgeon Capital Management’s Intuitive Surgical ISRG Stock Holding History

Bourgeon Capital 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 		– Sell
-857
Closed -$485K – 122
2025
Q4 		$485K Hold
857
– – 0.08% 86
2025
Q3 		$383K Buy
857
+117
+16% +$56.1K 0.07% 88
2025
Q2 		$402K Sell
740
-571
-44% -$299K 0.08% 82
2025
Q1 		$649K Sell
1,311
-45
-3% -$24.9K 0.14% 71
2024
Q4 		$708K Buy
+1,356
New +$706K 0.13% 73
2023
Q1 		– Sell
-20
Closed -$5.31K – 351
2022
Q4 		$5.31K Hold
20
– – ﹤0.01% 269
2022
Q3 		$4K Buy
+20
New +$4.29K ﹤0.01% 275

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

Bourgeon Capital Management's ISRG Position: Q1 2026 in Review

Bourgeon Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 857 shares — an estimated $485K sold.

Bourgeon Capital Management first reported a position in ISRG in Q3 2022 and held it in 7 quarters. The position peaked at $708K in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Bourgeon Capital Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 857 Intuitive Surgical shares in Q1 2026, an estimated $485K.
  • Bourgeon Capital Management first reported a position in Intuitive Surgical in Q3 2022 and held it in 7 quarters.
  • Bourgeon Capital Management's Intuitive Surgical position peaked at $708K in Q4 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.