Carroll Investors’s Intuitive Surgical ISRG Stock Holding History

Carroll Investors’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	$476K	Hold	1,033	–	–	0.25%	21
2025 Q4	$585K	Hold	1,033	–	–	0.28%	24
2025 Q3	$462K	Buy	1,033 +101	+11%	+$48.5K	0.22%	23
2025 Q2	$506K	Buy	932 +293	+46%	+$153K	0.27%	22
2025 Q1	$316K	Buy	+639	New	+$353K	0.21%	23
2023 Q1	–	Sell	-1,056	Closed	-$282K	–	43
2022 Q4	$282K	Buy	+1,056	New	+$257K	0.3%	34
2022 Q2	–	Sell	-369	Closed	-$110K	–	96
2022 Q1	$110K	Hold	369	–	–	0.07%	46
2021 Q4	$131K	Buy	+369	New	+$127K	0.07%	43

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

Carroll Investors's ISRG Position: Q1 2026 in Review

Carroll Investors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 1,033 shares worth $476K. The position accounts for 0.25% of the portfolio, ranked #21.

Carroll Investors first reported a position in ISRG in Q4 2021 and has held it in 8 quarters since. The position peaked at $585K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Carroll Investors held 1,033 shares of Intuitive Surgical worth $476K as of Q1 2026.
Carroll Investors left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.25% of Carroll Investors's portfolio in Q1 2026, its #21 holding.
Carroll Investors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 8 quarters since.
Carroll Investors's Intuitive Surgical position peaked at $585K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.