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Chesapeake Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Chesapeake Wealth 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 		$1.14M Buy
2,481
+50
+2% +$25.3K 0.35% 70
2025
Q4 		$1.38M Sell
2,431
-30
-1% -$16K 0.41% 63
2025
Q3 		$1.1M Buy
2,461
+46
+2% +$22.1K 0.34% 74
2025
Q2 		$1.31M Buy
2,415
+204
+9% +$107K 0.44% 61
2025
Q1 		$1.1M Sell
2,211
-114
-5% -$63K 0.39% 65
2024
Q4 		$1.21M Buy
2,325
+13
+0.6% +$6.77K 0.42% 61
2024
Q3 		$1.14M Buy
2,312
+50
+2% +$23.3K 0.39% 69
2024
Q2 		$1.01M Buy
2,262
+10
+0.4% +$3.98K 0.36% 71
2024
Q1 		$899K Buy
2,252
+13
+0.6% +$4.91K 0.33% 80
2023
Q4 		$755K Buy
2,239
+435
+24% +$130K 0.29% 84
2023
Q3 		$527K Buy
1,804
+828
+85% +$259K 0.22% 95
2023
Q2 		$334K Buy
+976
New +$295K 0.13% 120
2022
Q2 		– Sell
-674
Closed -$204K – 173
2022
Q1 		$204K Sell
674
-20
-3% -$5.84K 0.07% 182
2021
Q4 		$249K Sell
694
-8
-1% -$2.75K 0.08% 179
2021
Q3 		$233K Sell
702
-75
-10% -$25.2K 0.08% 188
2021
Q2 		$238K Buy
+777
New +$218K 0.08% 207
2021
Q1 		– Sell
-777
Closed -$211K – 225
2020
Q4 		$211K Buy
+777
New +$193K 0.07% 199
2020
Q1 		– Sell
-1,032
Closed -$204K – 179
2019
Q4 		$204K Buy
+1,032
New +$193K 0.08% 185
2019
Q3 		– Sell
-1,353
Closed -$236K – 184
2019
Q2 		$236K Sell
1,353
-771
-36% -$132K 0.1% 171
2019
Q1 		$404K Sell
2,124
-2,814
-57% -$500K 0.18% 130
2018
Q4 		$788K Buy
4,938
+675
+16% +$114K 0.39% 71
2018
Q3 		$815K Buy
4,263
+501
+13% +$89K 0.36% 75
2018
Q2 		$600K Buy
3,762
+1,299
+53% +$198K 0.28% 94
2018
Q1 		$339K Buy
+2,463
New +$344K 0.16% 136

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

Chesapeake Wealth Management's ISRG Position: Q1 2026 in Review

Chesapeake Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.1% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,481 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #70.

Chesapeake Wealth Management first reported a position in ISRG in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Chesapeake Wealth Management held 2,481 shares of Intuitive Surgical worth $1.14M as of Q1 2026.
  • Chesapeake Wealth Management bought 50 Intuitive Surgical shares in Q1 2026, an estimated $25.3K.
  • Intuitive Surgical made up 0.35% of Chesapeake Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Chesapeake Wealth Management first reported a position in Intuitive Surgical in Q1 2018 and has held it in 24 quarters since.
  • Chesapeake Wealth Management's Intuitive Surgical position peaked at $1.38M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.