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Callan Family Office’s Intuitive Surgical ISRG Stock Holding History

Callan Family Office’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 		$16.2M Sell
35,227
-2,200
-6% -$1.11M 0.37% 48
2025
Q4 		$21.2M Buy
37,427
+6,920
+23% +$3.68M 0.46% 37
2025
Q3 		$13.6M Sell
30,507
-1,796
-6% -$862K 0.43% 43
2025
Q2 		$17.6M Buy
32,303
+18,134
+128% +$9.48M 0.55% 29
2025
Q1 		$7.02M Sell
14,169
-282
-2% -$156K 0.53% 34
2024
Q4 		$7.54M Buy
+14,451
New +$7.53M 0.48% 38

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

Callan Family Office's ISRG Position: Q1 2026 in Review

Callan Family Office reduced its Intuitive Surgical (ISRG) stake by 5.9% in Q1 2026, selling an estimated $1.11M and leaving 35,227 shares worth $16.2M. The position accounts for 0.37% of the portfolio, ranked #48.

Callan Family Office first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.2M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Callan Family Office held 35,227 shares of Intuitive Surgical worth $16.2M as of Q1 2026.
  • Callan Family Office sold 2,200 Intuitive Surgical shares in Q1 2026, an estimated $1.11M.
  • Intuitive Surgical made up 0.37% of Callan Family Office's portfolio in Q1 2026, its #48 holding.
  • Callan Family Office first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Intuitive Surgical position peaked at $21.2M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.