Dunhill Financial’s Intuitive Surgical ISRG Stock Holding History

Dunhill Financial’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	$337K	Sell	731 -4	-0.5%	-$2.02K	0.08%	99
2025 Q4	$416K	Buy	735 +19	+3%	+$10.1K	0.1%	75
2025 Q3	$320K	Buy	716 +1	+0.1%	+$480	0.08%	88
2025 Q2	$389K	Sell	715 -1	-0.1%	-$523	0.11%	70
2025 Q1	$355K	Sell	716 -4	-0.6%	-$2.21K	0.16%	61
2024 Q4	$376K	Buy	720 +15	+2%	+$7.81K	0.17%	49
2024 Q3	$346K	Buy	705 +36	+5%	+$16.8K	0.18%	47
2024 Q2	$298K	Buy	669 +615	+1,139%	+$245K	0.18%	49
2024 Q1	$21.5K	Buy	54 +4	+8%	+$1.51K	0.02%	169
2023 Q4	$16.9K	Buy	+50	New	+$14.9K	0.02%	168

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

Dunhill Financial's ISRG Position: Q1 2026 in Review

Dunhill Financial reduced its Intuitive Surgical (ISRG) stake by 0.54% in Q1 2026, selling an estimated $2.02K and leaving 731 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #99.

Dunhill Financial first reported a position in ISRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Dunhill Financial held 731 shares of Intuitive Surgical worth $337K as of Q1 2026.
Dunhill Financial sold 4 Intuitive Surgical shares in Q1 2026, an estimated $2.02K.
Intuitive Surgical made up 0.08% of Dunhill Financial's portfolio in Q1 2026, its #99 holding.
Dunhill Financial first reported a position in Intuitive Surgical in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Intuitive Surgical position peaked at $416K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.