Dividend Assets Capital’s Intuitive Surgical ISRG Stock Holding History

Dividend Assets Capital’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	$333K	Buy	723 +55	+8%	+$27.8K	0.07%	120
2025 Q4	$378K	Hold	668	–	–	0.07%	111
2025 Q3	$299K	Hold	668	–	–	0.05%	126
2025 Q2	$363K	Hold	668	–	–	0.07%	121
2025 Q1	$331K	Hold	668	–	–	0.06%	126
2024 Q4	$349K	Hold	668	–	–	0.07%	117
2024 Q3	$328K	Hold	668	–	–	0.06%	118
2024 Q2	$297K	Hold	668	–	–	0.06%	122
2024 Q1	$267K	Buy	668 +21	+3%	+$7.93K	0.06%	126
2023 Q4	$218K	Hold	647	–	–	0.04%	151
2023 Q3	$189K	Hold	647	–	–	0.04%	160
2023 Q2	$221K	Hold	647	–	–	0.05%	155
2023 Q1	$172K	Hold	647	–	–	0.04%	174
2022 Q4	$172K	Sell	647 -43	-6%	-$10.5K	0.04%	174
2022 Q3	$129K	Hold	690	–	–	0.03%	189
2022 Q2	$138K	Hold	690	–	–	0.03%	194
2022 Q1	$208K	Buy	+690	New	+$202K	0.04%	177

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

Dividend Assets Capital's ISRG Position: Q1 2026 in Review

Dividend Assets Capital increased its Intuitive Surgical (ISRG) stake by 8.2% in Q1 2026, buying an estimated $27.8K and bringing the position to 723 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #120.

Dividend Assets Capital first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $378K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Dividend Assets Capital held 723 shares of Intuitive Surgical worth $333K as of Q1 2026.
Dividend Assets Capital bought 55 Intuitive Surgical shares in Q1 2026, an estimated $27.8K.
Intuitive Surgical made up 0.07% of Dividend Assets Capital's portfolio in Q1 2026, its #120 holding.
Dividend Assets Capital first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
Dividend Assets Capital's Intuitive Surgical position peaked at $378K in Q4 2025.
2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Dividend Assets Capital's 13F filing for Q1 2026, filed 28 Apr 2026.