Calton & Associates’s Intuitive Surgical ISRG Stock Holding History

Calton & 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	–	Sell	-404	Closed	-$229K	–	461
2025 Q4	$229K	Buy	+404	New	+$215K	0.03%	394
2025 Q3	–	Sell	-400	Closed	-$217K	–	443
2025 Q2	$217K	Sell	400 -79	-16%	-$41.3K	0.04%	351
2025 Q1	$237K	Buy	+479	New	+$265K	0.05%	284
2021 Q1	–	Sell	-774	Closed	-$212K	–	417
2020 Q4	$212K	Sell	774 -123	-14%	-$30.5K	0.04%	354
2020 Q3	$212K	Buy	+897	New	+$201K	0.04%	307
2019 Q2	–	Sell	-1,137	Closed	-$216K	–	292
2019 Q1	$216K	Sell	1,137 -615	-35%	-$109K	0.07%	233
2018 Q4	$280K	Buy	+1,752	New	+$297K	0.1%	174
2018 Q2	–	Sell	-5,967	Closed	-$821K	–	345
2018 Q1	$821K	Buy	5,967 +393	+7%	+$54.8K	0.24%	89
2017 Q4	$816K	Buy	+5,574	New	+$698K	0.21%	91

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

Calton & Associates's ISRG Position: Q1 2026 in Review

Calton & Associates sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 404 shares — an estimated $229K sold.

Calton & Associates first reported a position in ISRG in Q4 2017 and held it in 9 quarters. The position peaked at $821K in Q1 2018. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Calton & Associates reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 404 Intuitive Surgical shares in Q1 2026, an estimated $229K.
Calton & Associates first reported a position in Intuitive Surgical in Q4 2017 and held it in 9 quarters.
Calton & Associates's Intuitive Surgical position peaked at $821K in Q1 2018.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.