CP
ISRG icon

Castleview Partners’s Intuitive Surgical ISRG Stock Holding History

Castleview Partners’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
-483
Closed -$274K – 216
2025
Q4 		$274K Buy
+483
New +$257K 0.14% 151
2024
Q2 		– Sell
-195
Closed -$77.8K – 964
2024
Q1 		$77.8K Hold
195
– – 0.04% 289
2023
Q4 		$65.8K Hold
195
– – 0.05% 256
2023
Q3 		$57K Hold
195
– – 0.05% 236
2023
Q2 		$66.7K Hold
195
– – 0.06% 223
2023
Q1 		$49.8K Hold
195
– – 0.04% 264
2022
Q4 		$51.7K Hold
195
– – 0.05% 227
2022
Q3 		$37K Sell
195
-14,862
-99% -$3.19M 0.04% 283
2022
Q2 		$2.02M Buy
15,057
+14,068
+1,422% +$3.3M 1.61% 7
2022
Q1 		$298K Sell
989
-654,733
-100% -$191M 0.19% 116
2021
Q4 		$1.82K Buy
+655,722
New +$226M 0.01% 294
2021
Q2 		$432K Buy
+1,410
New +$396K 0.19% 110

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

Castleview Partners's ISRG Position: Q1 2026 in Review

Castleview Partners sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 483 shares — an estimated $274K sold.

Castleview Partners first reported a position in ISRG in Q2 2021 and held it in 12 quarters. The position peaked at $2.02M in Q2 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Castleview Partners reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Castleview Partners sold 483 Intuitive Surgical shares in Q1 2026, an estimated $274K.
  • Castleview Partners first reported a position in Intuitive Surgical in Q2 2021 and held it in 12 quarters.
  • Castleview Partners's Intuitive Surgical position peaked at $2.02M in Q2 2022.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.