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Broadleaf Partners’s Intuitive Surgical ISRG Stock Holding History

Broadleaf Partners’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 		$8.38M Sell
18,187
-553
-3% -$280K 1.95% 18
2025
Q4 		$10.6M Sell
18,740
-30
-0.2% -$16K 2.24% 16
2025
Q3 		$8.39M Sell
18,770
-294
-2% -$141K 1.75% 27
2025
Q2 		$10.4M Sell
19,064
-97
-0.5% -$50.7K 2.28% 17
2025
Q1 		$9.49M Sell
19,161
-4,997
-21% -$2.76M 2.48% 15
2024
Q4 		$12.6M Sell
24,158
-286
-1% -$149K 2.95% 10
2024
Q3 		$12M Sell
24,444
-85
-0.3% -$39.6K 2.84% 11
2024
Q2 		$10.9M Sell
24,529
-131
-0.5% -$52.2K 2.64% 15
2024
Q1 		$9.84M Sell
24,660
-182
-0.7% -$68.8K 2.52% 16
2023
Q4 		$8.38M Sell
24,842
-4,712
-16% -$1.4M 2.46% 16
2023
Q3 		$8.64M Sell
29,554
-172
-0.6% -$53.7K 2.88% 12
2023
Q2 		$10.2M Sell
29,726
-73
-0.2% -$22.1K 3.32% 4
2023
Q1 		$7.61M Buy
29,799
+622
+2% +$153K 2.71% 12
2022
Q4 		$7.74M Buy
29,177
+4,895
+20% +$1.19M 3.05% 7
2022
Q3 		$4.55M Sell
24,282
-40
-0.2% -$8.59K 1.89% 24
2022
Q2 		$4.88M Buy
24,322
+626
+3% +$147K 2.04% 22
2022
Q1 		$7.15M Buy
23,696
+57
+0.2% +$16.7K 2.38% 18
2021
Q4 		$8.49M Buy
23,639
+8
+0% +$2.75K 2.61% 13
2021
Q3 		$7.83M Buy
23,631
+993
+4% +$333K 2.59% 11
2021
Q2 		$6.94M Sell
22,638
-831
-4% -$233K 2.41% 15
2021
Q1 		$5.78M Buy
23,469
+894
+4% +$225K 2.18% 17
2020
Q4 		$6.16M Sell
22,575
-81
-0.4% -$20.1K 2.43% 13
2020
Q3 		$5.36M Buy
22,656
+138
+0.6% +$31K 2.36% 17
2020
Q2 		$4.28M Buy
22,518
+168
+0.8% +$30.1K 2.1% 18
2020
Q1 		$3.69M Buy
22,350
+3,948
+21% +$723K 2.38% 16
2019
Q4 		$3.63M Buy
+18,402
New +$3.45M 1.99% 20

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

Broadleaf Partners's ISRG Position: Q1 2026 in Review

Broadleaf Partners reduced its Intuitive Surgical (ISRG) stake by 3% in Q1 2026, selling an estimated $280K and leaving 18,187 shares worth $8.38M. The position accounts for 1.95% of the portfolio, ranked #18.

Broadleaf Partners first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q4 2024. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Broadleaf Partners held 18,187 shares of Intuitive Surgical worth $8.38M as of Q1 2026.
  • Broadleaf Partners sold 553 Intuitive Surgical shares in Q1 2026, an estimated $280K.
  • Intuitive Surgical made up 1.95% of Broadleaf Partners's portfolio in Q1 2026, its #18 holding.
  • Broadleaf Partners first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • Broadleaf Partners's Intuitive Surgical position peaked at $12.6M in Q4 2024.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.