Canandaigua National Corp’s Intuitive Surgical ISRG Stock Holding History

Canandaigua National Corp’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	$371K	Buy	+804	New	+$407K	0.03%	258
2022 Q4	$1.11M	Sell	4,170 -23	-0.5%	-$5.61K	0.19%	125
2022 Q3	$786K	Sell	4,193 -3,754	-47%	-$806K	0.14%	146
2022 Q2	$1.59M	Sell	7,947 -13	-0.2%	-$3.05K	0.28%	97
2022 Q1	$2.4M	Sell	7,960 -456	-5%	-$133K	0.37%	79
2021 Q4	$3.02M	Sell	8,416 -29	-0.3%	-$9.98K	0.45%	65
2021 Q3	$2.8M	Buy	8,445 +510	+6%	+$171K	0.46%	63
2021 Q2	$2.43M	Sell	7,935 -207	-3%	-$58.1K	0.39%	78
2021 Q1	$2M	Sell	8,142 -1,014	-11%	-$255K	0.34%	88
2020 Q4	$2.5M	Sell	9,156 -468	-5%	-$116K	0.44%	75
2020 Q3	$2.28M	Buy	9,624 +3,807	+65%	+$855K	0.4%	76
2020 Q2	$1.1M	Buy	+5,817	New	+$1.04M	0.2%	115

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

Canandaigua National Corp's ISRG Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Intuitive Surgical (ISRG) in Q1 2026: 804 shares worth $371K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in ISRG as recently as Q4 2022.

Canandaigua National Corp first reported a position in ISRG in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.02M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Canandaigua National Corp held 804 shares of Intuitive Surgical worth $371K as of Q1 2026.
Intuitive Surgical was a new Canandaigua National Corp position in Q1 2026.
Intuitive Surgical made up 0.03% of Canandaigua National Corp's portfolio in Q1 2026, its #258 holding.
Canandaigua National Corp first reported a position in Intuitive Surgical in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Intuitive Surgical position peaked at $3.02M in Q4 2021.
2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.