Bourne Lent Asset Management’s Intuitive Surgical ISRG Stock Holding History

Bourne Lent 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	$12.3M	Buy	26,725 +225	+0.8%	+$114K	4.53%	8
2025 Q4	$15M	Sell	26,500 -205	-0.8%	-$109K	4.98%	7
2025 Q3	$11.9M	Sell	26,705 -25	-0.1%	-$12K	4.24%	7
2025 Q2	$14.5M	Hold	26,730	–	–	5.62%	7
2025 Q1	$13.2M	Sell	26,730 -80	-0.3%	-$44.2K	5.68%	7
2024 Q4	$14M	Sell	26,810 -900	-3%	-$469K	5.33%	7
2024 Q3	$13.6M	Sell	27,710 -350	-1%	-$163K	5.17%	7
2024 Q2	$12.5M	Sell	28,060 -4	-0%	-$1.59K	4.79%	7
2024 Q1	$11.2M	Hold	28,064	–	–	4.52%	7
2023 Q4	$9.47M	Sell	28,064 -165	-0.6%	-$49.2K	3.84%	7
2023 Q3	$8.25M	Sell	28,229 -12,450	-31%	-$3.89M	3.63%	8
2023 Q2	$13.9M	Sell	40,679 -800	-2%	-$242K	4.85%	7
2023 Q1	$10.6M	Hold	41,479	–	–	4.01%	8
2022 Q4	$11M	Sell	41,479 -5,991	-13%	-$1.46M	4.72%	7
2022 Q3	$8.9M	Hold	47,470	–	–	3.87%	9
2022 Q2	$9.53M	Sell	47,470 -565	-1%	-$133K	3.78%	9
2022 Q1	$14.5M	Sell	48,035 -3,160	-6%	-$923K	4.54%	8
2021 Q4	$18.4M	Hold	51,195	–	–	4.92%	8
2021 Q3	$17M	Sell	51,195 -24	-0%	-$8.06K	4.87%	8
2021 Q2	$15.7M	Hold	51,219	–	–	4.41%	9
2021 Q1	$12.6M	Sell	51,219 -30	-0.1%	-$7.55K	4.03%	9
2020 Q4	$14M	Hold	51,249	–	–	4.6%	6
2020 Q3	$12.1M	Hold	51,249	–	–	4.65%	6
2020 Q2	$9.73M	Hold	51,249	–	–	4.2%	7
2020 Q1	$8.46M	Sell	51,249 -60	-0.1%	-$11K	4.54%	6
2019 Q4	$10.1M	Hold	51,309	–	–	4.76%	6
2019 Q3	$9.23M	Sell	51,309 -660	-1%	-$114K	4.43%	6
2019 Q2	$9.09M	Sell	51,969 -300	-0.6%	-$51.4K	4.36%	6
2019 Q1	$9.94M	Sell	52,269 -630	-1%	-$112K	4.93%	6
2018 Q4	$8.45M	Sell	52,899 -3,060	-5%	-$519K	5%	6
2018 Q3	$10.7M	Sell	55,959 -210	-0.4%	-$37.3K	5.1%	6
2018 Q2	$8.96M	Sell	56,169 -90	-0.2%	-$13.7K	4.72%	6
2018 Q1	$7.74M	Hold	56,259	–	–	4.2%	6
2017 Q4	$6.84M	Buy	56,259 +270	+0.5%	+$33.8K	3.69%	8
2017 Q3	$6.51M	Hold	55,989	–	–	3.34%	7
2017 Q2	$5.82M	Hold	55,989	–	–	3.18%	8
2017 Q1	$4.77M	Hold	55,989	–	–	2.6%	10
2016 Q4	$3.94M	Buy	55,989 +11,340	+25%	+$834K	2.35%	10
2016 Q3	$3.6M	Hold	44,649	–	–	2.65%	9
2016 Q2	$3.28M	Buy	44,649 +1,800	+4%	+$127K	2.58%	9
2016 Q1	$2.86M	Hold	42,849	–	–	2.29%	11
2015 Q4	$2.6M	Sell	42,849 -3,150	-7%	-$177K	1.97%	11
2015 Q3	$2.35M	Hold	45,999	–	–	1.93%	10
2015 Q2	$2.48M	Hold	45,999	–	–	1.95%	10
2015 Q1	$2.58M	Buy	+45,999	New	+$2.6M	1.95%	10

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

Bourne Lent Asset Management's ISRG Position: Q1 2026 in Review

Bourne Lent Asset Management increased its Intuitive Surgical (ISRG) stake by 0.85% in Q1 2026, buying an estimated $114K and bringing the position to 26,725 shares worth $12.3M. The position accounts for 4.53% of the portfolio, ranked #8.

Bourne Lent Asset Management first reported a position in ISRG in Q1 2015 and has held it in 45 quarters since. The position peaked at $18.4M in Q4 2021. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Bourne Lent Asset Management held 26,725 shares of Intuitive Surgical worth $12.3M as of Q1 2026.
Bourne Lent Asset Management bought 225 Intuitive Surgical shares in Q1 2026, an estimated $114K.
Intuitive Surgical made up 4.53% of Bourne Lent Asset Management's portfolio in Q1 2026, its #8 holding.
Bourne Lent Asset Management first reported a position in Intuitive Surgical in Q1 2015 and has held it in 45 quarters since.
Bourne Lent Asset Management's Intuitive Surgical position peaked at $18.4M in Q4 2021.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.