Brown, Lisle/Cummings’s Intuitive Surgical ISRG Stock Holding History

Brown, Lisle/Cummings’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	$1.32M	Buy	2,863 +129	+5%	+$65.3K	0.33%	77
2025 Q4	$1.55M	Buy	2,734 +110	+4%	+$58.6K	0.38%	63
2025 Q3	$1.17M	Buy	2,624 +60	+2%	+$28.8K	0.3%	84
2025 Q2	$1.39M	Buy	2,564 +140	+6%	+$73.2K	0.37%	66
2025 Q1	$1.2M	Buy	2,424 +562	+30%	+$311K	0.35%	72
2024 Q4	$972K	Buy	1,862 +266	+17%	+$139K	0.29%	83
2024 Q3	$784K	Buy	1,596 +240	+18%	+$112K	0.24%	99
2024 Q2	$603K	Buy	1,356 +631	+87%	+$251K	0.2%	114
2024 Q1	$289K	Hold	725	–	–	0.1%	170
2023 Q4	$245K	Hold	725	–	–	0.09%	179
2023 Q3	$212K	Hold	725	–	–	0.1%	173
2023 Q2	$248K	Hold	725	–	–	0.11%	161
2023 Q1	$185K	Hold	725	–	–	0.09%	175
2022 Q4	$192K	Hold	725	–	–	0.1%	163
2022 Q3	$136K	Hold	725	–	–	0.08%	180
2022 Q2	$146K	Buy	725 +365	+101%	+$85.6K	0.08%	183
2022 Q1	$109K	Hold	360	–	–	0.05%	206
2021 Q4	$129K	Buy	+360	New	+$124K	0.06%	194

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

Brown, Lisle/Cummings's ISRG Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Intuitive Surgical (ISRG) stake by 4.7% in Q1 2026, buying an estimated $65.3K and bringing the position to 2,863 shares worth $1.32M. The position accounts for 0.33% of the portfolio, ranked #77.

Brown, Lisle/Cummings first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Brown, Lisle/Cummings held 2,863 shares of Intuitive Surgical worth $1.32M as of Q1 2026.
Brown, Lisle/Cummings bought 129 Intuitive Surgical shares in Q1 2026, an estimated $65.3K.
Intuitive Surgical made up 0.33% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #77 holding.
Brown, Lisle/Cummings first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Intuitive Surgical position peaked at $1.55M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.