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Concorde Asset Management’s Intuitive Surgical ISRG Stock Holding History

Concorde Asset 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 		– Sell
-404
Closed -$229K – 227
2025
Q4 		$229K Buy
+404
New +$215K 0.09% 205
2025
Q1 		– Sell
-554
Closed -$289K – 186
2024
Q4 		$289K Buy
554
+97
+21% +$50.5K 0.15% 131
2024
Q3 		$225K Sell
457
-8
-2% -$3.72K 0.13% 152
2024
Q2 		$207K Sell
465
-432
-48% -$172K 0.13% 149
2024
Q1 		$358K Sell
897
-15
-2% -$5.67K 0.24% 74
2023
Q4 		$308K Sell
912
-52
-5% -$15.5K 0.21% 108
2023
Q3 		$282K Buy
964
+230
+31% +$71.8K 0.25% 97
2023
Q2 		$251K Buy
+734
New +$222K 0.23% 95
2022
Q2 		– Sell
-981
Closed -$296K – 141
2022
Q1 		$296K Sell
981
-969
-50% -$283K 0.2% 110
2021
Q4 		$701K Sell
1,950
-195
-9% -$67.1K 0.42% 87
2021
Q3 		$711K Buy
2,145
+1,020
+91% +$343K 0.41% 86
2021
Q2 		$345K Sell
1,125
-441
-28% -$124K 0.19% 124
2021
Q1 		$386K Sell
1,566
-4,392
-74% -$1.1M 0.22% 114
2020
Q4 		$1.63M Buy
+5,958
New +$1.48M 0.9% 30

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

Concorde Asset Management's ISRG Position: Q1 2026 in Review

Concorde Asset Management sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 404 shares — an estimated $229K sold.

Concorde Asset Management first reported a position in ISRG in Q4 2020 and held it in 14 quarters. The position peaked at $1.63M in Q4 2020. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Concorde Asset Management reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 404 Intuitive Surgical shares in Q1 2026, an estimated $229K.
  • Concorde Asset Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 14 quarters.
  • Concorde Asset Management's Intuitive Surgical position peaked at $1.63M in Q4 2020.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.