Charter Oak Capital Management’s Intuitive Surgical ISRG Stock Holding History

Charter Oak Capital Management’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	$212K	Buy	459 +1	+0.2%	+$506	0.02%	198
2025 Q4	$259K	Buy	458 +8	+2%	+$4.26K	0.02%	180
2025 Q3	$201K	Buy	450 +3	+0.7%	+$1.44K	0.02%	201
2025 Q2	$243K	Sell	447 -10	-2%	-$5.23K	0.02%	181
2025 Q1	$226K	Buy	457 +8	+2%	+$4.42K	0.02%	181
2024 Q4	$234K	Buy	449 +13	+3%	+$6.77K	0.02%	172
2024 Q3	$214K	Buy	+436	New	+$203K	0.02%	183
2022 Q3	–	Sell	-439	Closed	-$88K	–	505
2022 Q2	$88K	Hold	439	–	–	0.01%	258
2022 Q1	$132K	Buy	439 +4	+0.9%	+$1.17K	0.02%	221
2021 Q4	$156K	Hold	435	–	–	0.02%	198
2021 Q3	$144K	Hold	435	–	–	0.02%	200
2021 Q2	$133K	Hold	435	–	–	0.02%	210
2021 Q1	$107K	Hold	435	–	–	0.02%	229
2020 Q4	$119K	Buy	+435	New	+$108K	0.02%	206

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

Charter Oak Capital Management's ISRG Position: Q1 2026 in Review

Charter Oak Capital Management increased its Intuitive Surgical (ISRG) stake by 0.22% in Q1 2026, buying an estimated $506 and bringing the position to 459 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #198.

Charter Oak Capital Management first reported a position in ISRG in Q4 2020 and has held it in 14 quarters since. The position peaked at $259K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Charter Oak Capital Management held 459 shares of Intuitive Surgical worth $212K as of Q1 2026.
Charter Oak Capital Management bought 1 Intuitive Surgical share in Q1 2026, an estimated $506.
Intuitive Surgical made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #198 holding.
Charter Oak Capital Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 14 quarters since.
Charter Oak Capital Management's Intuitive Surgical position peaked at $259K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.