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Dumont & Blake Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Dumont & Blake Investment Advisors’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
-395
Closed -$224K – 211
2025
Q4 		$224K Buy
+395
New +$210K 0.05% 184
2025
Q3 		– Sell
-395
Closed -$215K – 210
2025
Q2 		$215K Buy
+395
New +$207K 0.06% 189
2025
Q1 		– Sell
-395
Closed -$206K – 208
2024
Q4 		$206K Buy
+395
New +$206K 0.06% 189

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

Dumont & Blake Investment Advisors's ISRG Position: Q1 2026 in Review

Dumont & Blake Investment Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 395 shares — an estimated $224K sold.

Dumont & Blake Investment Advisors first reported a position in ISRG in Q4 2024 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Dumont & Blake Investment Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 395 Intuitive Surgical shares in Q1 2026, an estimated $224K.
  • Dumont & Blake Investment Advisors first reported a position in Intuitive Surgical in Q4 2024 and held it in 3 quarters.
  • Dumont & Blake Investment Advisors's Intuitive Surgical position peaked at $224K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.