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Clear Creek Financial Management’s Intuitive Surgical ISRG Stock Holding History

Clear Creek Financial 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 		$709K Sell
1,539
-125
-8% -$63.2K 0.05% 313
2025
Q4 		$942K Sell
1,664
-798
-32% -$425K 0.08% 251
2025
Q3 		$1.1M Buy
2,462
+807
+49% +$387K 0.1% 216
2025
Q2 		$899K Buy
1,655
+83
+5% +$43.4K 0.09% 235
2025
Q1 		$779K Sell
1,572
-10
-0.6% -$5.53K 0.08% 234
2024
Q4 		$826K Buy
1,582
+31
+2% +$16.1K 0.09% 221
2024
Q3 		$762K Buy
1,551
+66
+4% +$30.7K 0.09% 204
2024
Q2 		$661K Buy
1,485
+83
+6% +$33.1K 0.08% 210
2024
Q1 		$560K Sell
1,402
-279
-17% -$105K 0.07% 225
2023
Q4 		$567K Buy
1,681
+235
+16% +$70.1K 0.09% 180
2023
Q3 		$423K Buy
1,446
+95
+7% +$29.7K 0.07% 190
2023
Q2 		$462K Sell
1,351
-132
-9% -$39.9K 0.08% 188
2023
Q1 		$379K Buy
1,483
+356
+32% +$87.7K 0.07% 197
2022
Q4 		$299K Buy
1,127
+28
+3% +$6.83K 0.07% 213
2022
Q3 		$206K Buy
1,099
+72
+7% +$15.5K 0.05% 256
2022
Q2 		$206K Buy
1,027
+25
+2% +$5.87K 0.04% 276
2022
Q1 		$302K Buy
+1,002
New +$293K 0.05% 249
2021
Q3 		– Sell
-11,694
Closed -$3.58M – 348
2021
Q2 		$3.58M Buy
+11,694
New +$3.28M 0.55% 49

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

Clear Creek Financial Management's ISRG Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Intuitive Surgical (ISRG) stake by 7.5% in Q1 2026, selling an estimated $63.2K and leaving 1,539 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #313.

Clear Creek Financial Management first reported a position in ISRG in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.58M in Q2 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Clear Creek Financial Management held 1,539 shares of Intuitive Surgical worth $709K as of Q1 2026.
  • Clear Creek Financial Management sold 125 Intuitive Surgical shares in Q1 2026, an estimated $63.2K.
  • Intuitive Surgical made up 0.05% of Clear Creek Financial Management's portfolio in Q1 2026, its #313 holding.
  • Clear Creek Financial Management first reported a position in Intuitive Surgical in Q2 2021 and has held it in 18 quarters since.
  • Clear Creek Financial Management's Intuitive Surgical position peaked at $3.58M in Q2 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.