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Dalton Investments’s Intuitive Surgical ISRG Stock Holding History

Dalton Investments’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 		$1.89M Hold
4,100
– – 1.83% 8
2025
Q4 		$2.32M Hold
4,100
– – 1.72% 10
2025
Q3 		$1.83M Hold
4,100
– – 1.23% 11
2025
Q2 		$2.23M Buy
4,100
+1,700
+71% +$889K 1.18% 11
2025
Q1 		$1.19M Buy
2,400
+1,500
+167% +$830K 0.64% 17
2024
Q4 		$470K Buy
+900
New +$469K 0.24% 24

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

Dalton Investments's ISRG Position: Q1 2026 in Review

Dalton Investments held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 4,100 shares worth $1.89M. The position accounts for 1.83% of the portfolio, ranked #8.

Dalton Investments first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Dalton Investments held 4,100 shares of Intuitive Surgical worth $1.89M as of Q1 2026.
  • Dalton Investments left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 1.83% of Dalton Investments's portfolio in Q1 2026, its #8 holding.
  • Dalton Investments first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Dalton Investments's Intuitive Surgical position peaked at $2.32M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Dalton Investments's 13F filing for Q1 2026, filed 12 May 2026.