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D.L. Carlson Investment Group’s Intuitive Surgical ISRG Stock Holding History

D.L. Carlson Investment Group’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 		$4.78M Sell
10,361
-128
-1% -$64.8K 0.82% 34
2025
Q4 		$5.94M Sell
10,489
-184
-2% -$98K 1% 24
2025
Q3 		$4.77M Sell
10,673
-3,306
-24% -$1.59M 0.8% 32
2025
Q2 		$7.6M Sell
13,979
-959
-6% -$501K 1.38% 15
2025
Q1 		$7.4M Sell
14,938
-483
-3% -$267K 1.42% 14
2024
Q4 		$8.05M Sell
15,421
-544
-3% -$283K 1.43% 15
2024
Q3 		$7.84M Sell
15,965
-89
-0.6% -$41.4K 1.42% 13
2024
Q2 		$7.14M Sell
16,054
-179
-1% -$71.3K 1.38% 14
2024
Q1 		$6.48M Sell
16,233
-201
-1% -$76K 1.27% 17
2023
Q4 		$6.25M Sell
16,434
-10,540
-39% -$3.14M 1.27% 17
2023
Q3 		$7.88M Sell
26,974
-228
-0.8% -$71.2K 1.59% 13
2023
Q2 		$9.3M Buy
27,202
+644
+2% +$195K 1.78% 10
2023
Q1 		$6.79M Sell
26,558
-1,228
-4% -$303K 1.54% 19
2022
Q4 		$7.37M Sell
27,786
-1,256
-4% -$306K 1.58% 17
2022
Q3 		$5.44M Buy
+29,042
New +$6.24M 1.18% 27

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

D.L. Carlson Investment Group's ISRG Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its Intuitive Surgical (ISRG) stake by 1.2% in Q1 2026, selling an estimated $64.8K and leaving 10,361 shares worth $4.78M. The position accounts for 0.82% of the portfolio, ranked #34.

D.L. Carlson Investment Group first reported a position in ISRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.3M in Q2 2023. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • D.L. Carlson Investment Group held 10,361 shares of Intuitive Surgical worth $4.78M as of Q1 2026.
  • D.L. Carlson Investment Group sold 128 Intuitive Surgical shares in Q1 2026, an estimated $64.8K.
  • Intuitive Surgical made up 0.82% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #34 holding.
  • D.L. Carlson Investment Group first reported a position in Intuitive Surgical in Q3 2022 and has held it in 15 quarters since.
  • D.L. Carlson Investment Group's Intuitive Surgical position peaked at $9.3M in Q2 2023.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.