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Concord Asset Management (Virginia)’s Intuitive Surgical ISRG Stock Holding History

Concord Asset Management (Virginia)’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
-3,137
Closed -$1.78M – 121
2025
Q4 		$1.78M Sell
3,137
-46
-1% -$24.5K 0.31% 74
2025
Q3 		$1.42M Sell
3,183
-334
-9% -$160K 0.26% 81
2025
Q2 		$1.91M Buy
3,517
+604
+21% +$316K 0.29% 85
2025
Q1 		$1.42M Buy
+2,913
New +$1.61M 0.31% 74

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

Concord Asset Management (Virginia)'s ISRG Position: Q1 2026 in Review

Concord Asset Management (Virginia) sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 3,137 shares — an estimated $1.78M sold.

Concord Asset Management (Virginia) first reported a position in ISRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.91M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Concord Asset Management (Virginia) reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 3,137 Intuitive Surgical shares in Q1 2026, an estimated $1.78M.
  • Concord Asset Management (Virginia) first reported a position in Intuitive Surgical in Q1 2025 and held it in 4 quarters.
  • Concord Asset Management (Virginia)'s Intuitive Surgical position peaked at $1.91M in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.