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Burney Company’s Intuitive Surgical ISRG Stock Holding History

Burney Company’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 		– Sell
-542
Closed -$307K – 610
2025
Q4 		$307K Buy
+542
New +$289K 0.01% 520
2021
Q4 		– Sell
-900
Closed -$298K – 591
2021
Q3 		$298K Hold
900
– – 0.01% 480
2021
Q2 		$276K Hold
900
– – 0.01% 513
2021
Q1 		$222K Hold
900
– – 0.01% 531
2020
Q4 		$245K Hold
900
– – 0.01% 466
2020
Q3 		$213K Buy
+900
New +$202K 0.01% 465

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

Burney Company's ISRG Position: Q1 2026 in Review

Burney Company sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 542 shares — an estimated $307K sold.

Burney Company first reported a position in ISRG in Q3 2020 and held it in 6 quarters. The position peaked at $307K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Burney Company reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 542 Intuitive Surgical shares in Q1 2026, an estimated $307K.
  • Burney Company first reported a position in Intuitive Surgical in Q3 2020 and held it in 6 quarters.
  • Burney Company's Intuitive Surgical position peaked at $307K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.