Custom Index Systems’s Intuitive Surgical ISRG Stock Holding History

Custom Index Systems’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	$309K	Buy	671 +48	+8%	+$24.3K	0.13%	199
2025 Q4	$353K	Sell	623 -326	-34%	-$174K	0.16%	180
2025 Q3	$424K	Buy	949 +359	+61%	+$172K	0.13%	184
2025 Q2	$321K	Sell	590 -153	-21%	-$80K	0.15%	182
2025 Q1	$368K	Sell	743 -42	-5%	-$23.2K	0.19%	173
2024 Q4	$410K	Buy	785 +1	+0.1%	+$521	0.22%	139
2024 Q3	$385K	Sell	784 -34	-4%	-$15.8K	0.21%	161
2024 Q2	$364K	Buy	818 +141	+21%	+$56.2K	0.21%	144
2024 Q1	$270K	Buy	+677	New	+$256K	0.15%	196

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

Custom Index Systems's ISRG Position: Q1 2026 in Review

Custom Index Systems increased its Intuitive Surgical (ISRG) stake by 7.7% in Q1 2026, buying an estimated $24.3K and bringing the position to 671 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #199.

Custom Index Systems first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $424K in Q3 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Custom Index Systems held 671 shares of Intuitive Surgical worth $309K as of Q1 2026.
Custom Index Systems bought 48 Intuitive Surgical shares in Q1 2026, an estimated $24.3K.
Intuitive Surgical made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #199 holding.
Custom Index Systems first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Custom Index Systems's Intuitive Surgical position peaked at $424K in Q3 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.