Brick & Kyle Associates’s Intuitive Surgical ISRG Stock Holding History

Brick & Kyle Associates’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	$2.53M	Sell	5,482 -439	-7%	-$222K	0.83%	35
2025 Q4	$3.35M	Sell	5,921 -30	-0.5%	-$16K	1.19%	34
2025 Q3	$2.66M	Buy	+5,951	New	+$2.86M	0.98%	32
2017 Q2	–	Sell	-450	Closed	-$38K	–	218
2017 Q1	$38K	Hold	450	–	–	0.03%	204
2016 Q4	$32K	Hold	450	–	–	0.03%	221
2016 Q3	$36K	Hold	450	–	–	0.03%	209
2016 Q2	$33K	Hold	450	–	–	0.03%	209
2016 Q1	$30K	Hold	450	–	–	0.03%	216
2015 Q4	$27K	Hold	450	–	–	0.02%	218
2015 Q3	$23K	Hold	450	–	–	0.02%	237
2015 Q2	$24K	Hold	450	–	–	0.02%	251
2015 Q1	$25K	Hold	450	–	–	0.02%	251
2014 Q4	$26K	Buy	+450	New	+$25.1K	0.02%	233

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

Brick & Kyle Associates's ISRG Position: Q1 2026 in Review

Brick & Kyle Associates reduced its Intuitive Surgical (ISRG) stake by 7.4% in Q1 2026, selling an estimated $222K and leaving 5,482 shares worth $2.53M. The position accounts for 0.83% of the portfolio, ranked #35.

Brick & Kyle Associates first reported a position in ISRG in Q4 2014 and has held it in 13 quarters since. The position peaked at $3.35M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Brick & Kyle Associates held 5,482 shares of Intuitive Surgical worth $2.53M as of Q1 2026.
Brick & Kyle Associates sold 439 Intuitive Surgical shares in Q1 2026, an estimated $222K.
Intuitive Surgical made up 0.83% of Brick & Kyle Associates's portfolio in Q1 2026, its #35 holding.
Brick & Kyle Associates first reported a position in Intuitive Surgical in Q4 2014 and has held it in 13 quarters since.
Brick & Kyle Associates's Intuitive Surgical position peaked at $3.35M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.