Braidwell’s Intuitive Surgical ISRG Stock Holding History

Braidwell’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	$35.6M	Sell	77,297 -6,120	-7%	-$3.1M	1.19%	32
2025 Q4	$47.2M	Sell	83,417 -46,810	-36%	-$24.9M	1.51%	25
2025 Q3	$58.2M	Buy	130,227 +40,627	+45%	+$19.5M	1.73%	19
2025 Q2	$48.7M	Buy	89,600 +1,600	+2%	+$837K	1.67%	22
2025 Q1	$43.6M	Buy	88,000 +12,700	+17%	+$7.02M	1.53%	28
2024 Q4	$39.3M	Sell	75,300 -16,000	-18%	-$8.33M	1.17%	36
2024 Q3	$44.9M	Sell	91,300 -9,200	-9%	-$4.28M	1.27%	33
2024 Q2	$44.7M	Hold	100,500	–	–	1.4%	31
2024 Q1	$40.1M	Buy	+100,500	New	+$38M	1.29%	32
2023 Q4	–	Sell	-114,920	Closed	-$33.6M	–	83
2023 Q3	$33.6M	Sell	114,920 -8,900	-7%	-$2.78M	1.06%	39
2023 Q2	$42.3M	Sell	123,820 -99,300	-45%	-$30M	1.38%	24
2023 Q1	$57M	Hold	223,120	–	–	1.88%	15
2022 Q4	$59.2M	Buy	+223,120	New	+$54.4M	1.98%	15

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

Braidwell's ISRG Position: Q1 2026 in Review

Braidwell reduced its Intuitive Surgical (ISRG) stake by 7.3% in Q1 2026, selling an estimated $3.1M and leaving 77,297 shares worth $35.6M. The position accounts for 1.19% of the portfolio, ranked #32.

Braidwell first reported a position in ISRG in Q4 2022 and has held it in 13 quarters since. The position peaked at $59.2M in Q4 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Braidwell held 77,297 shares of Intuitive Surgical worth $35.6M as of Q1 2026.
Braidwell sold 6,120 Intuitive Surgical shares in Q1 2026, an estimated $3.1M.
Intuitive Surgical made up 1.19% of Braidwell's portfolio in Q1 2026, its #32 holding.
Braidwell first reported a position in Intuitive Surgical in Q4 2022 and has held it in 13 quarters since.
Braidwell's Intuitive Surgical position peaked at $59.2M in Q4 2022.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Braidwell's 13F filing for Q1 2026, filed 15 May 2026.