DBRC
ISRG icon

D.B. Root & Company’s Intuitive Surgical ISRG Stock Holding History

D.B. Root & Company’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
-490
Closed -$278K – 202
2025
Q4 		$278K Sell
490
-239
-33% -$127K 0.07% 161
2025
Q3 		$326K Sell
729
-290
-28% -$139K 0.08% 144
2025
Q2 		$554K Buy
1,019
+172
+20% +$89.9K 0.16% 98
2025
Q1 		$419K Buy
847
+67
+9% +$37.1K 0.14% 112
2024
Q4 		$407K Sell
780
-57
-7% -$29.7K 0.13% 112
2024
Q3 		$411K Sell
837
-187
-18% -$87.1K 0.14% 107
2024
Q2 		$456K Buy
1,024
+5
+0.5% +$1.99K 0.16% 114
2024
Q1 		$407K Buy
1,019
+23
+2% +$8.69K 0.14% 123
2023
Q4 		$336K Sell
996
-125
-11% -$37.3K 0.12% 134
2023
Q3 		$328K Buy
1,121
+1
+0.1% +$312 0.13% 132
2023
Q2 		$383K Sell
1,120
-343
-23% -$104K 0.14% 131
2023
Q1 		$374K Sell
1,463
-15
-1% -$3.69K 0.15% 128
2022
Q4 		$392K Sell
1,478
-90
-6% -$21.9K 0.17% 119
2022
Q3 		$293K Buy
+1,568
New +$337K 0.13% 133

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.B. Root & Company's ISRG Position: Q1 2026 in Review

D.B. Root & Company sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 490 shares — an estimated $278K sold.

D.B. Root & Company first reported a position in ISRG in Q3 2022 and held it in 14 quarters. The position peaked at $554K in Q2 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • D.B. Root & Company reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 490 Intuitive Surgical shares in Q1 2026, an estimated $278K.
  • D.B. Root & Company first reported a position in Intuitive Surgical in Q3 2022 and held it in 14 quarters.
  • D.B. Root & Company's Intuitive Surgical position peaked at $554K in Q2 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.