EFS
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Essex Financial Services’s Intuitive Surgical ISRG Stock Holding History

Essex Financial Services’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 		$744K Buy
1,615
+13
+0.8% +$6.58K 0.04% 351
2025
Q4 		$907K Sell
1,602
-41
-2% -$21.8K 0.05% 308
2025
Q3 		$735K Buy
1,643
+30
+2% +$14.4K 0.04% 334
2025
Q2 		$877K Buy
1,613
+8
+0.5% +$4.18K 0.06% 286
2025
Q1 		$795K Sell
1,605
-187
-10% -$103K 0.06% 285
2024
Q4 		$935K Sell
1,792
-49
-3% -$25.5K 0.07% 244
2024
Q3 		$953K Buy
1,841
+187
+11% +$87.1K 0.07% 255
2024
Q2 		$767K Buy
1,654
+47
+3% +$18.7K 0.06% 289
2024
Q1 		$641K Buy
1,607
+195
+14% +$73.7K 0.06% 282
2023
Q4 		$476K Sell
1,412
-185
-12% -$55.1K 0.05% 315
2023
Q3 		$467K Buy
1,597
+304
+24% +$94.9K 0.05% 292
2023
Q2 		$442K Sell
1,293
-1,503
-54% -$455K 0.05% 303
2023
Q1 		$714K Buy
2,796
+229
+9% +$56.4K 0.08% 234
2022
Q4 		$681K Sell
2,567
-71
-3% -$17.3K 0.07% 227
2022
Q3 		$494K Sell
2,638
-95
-3% -$20.4K 0.06% 255
2022
Q2 		$549K Sell
2,733
-152
-5% -$35.7K 0.06% 256
2022
Q1 		$870K Sell
2,885
-58
-2% -$16.9K 0.08% 221
2021
Q4 		$1.06M Sell
2,943
-660
-18% -$227K 0.1% 193
2021
Q3 		$1.19M Buy
3,603
+666
+23% +$224K 0.14% 161
2021
Q2 		$900K Buy
+2,937
New +$824K 0.13% 168
2021
Q1 		– Sell
-792
Closed -$216K – 360
2020
Q4 		$216K Buy
+792
New +$197K 0.04% 297

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

Essex Financial Services's ISRG Position: Q1 2026 in Review

Essex Financial Services increased its Intuitive Surgical (ISRG) stake by 0.81% in Q1 2026, buying an estimated $6.58K and bringing the position to 1,615 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #351.

Essex Financial Services first reported a position in ISRG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q3 2021. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Essex Financial Services held 1,615 shares of Intuitive Surgical worth $744K as of Q1 2026.
  • Essex Financial Services bought 13 Intuitive Surgical shares in Q1 2026, an estimated $6.58K.
  • Intuitive Surgical made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #351 holding.
  • Essex Financial Services first reported a position in Intuitive Surgical in Q4 2020 and has held it in 21 quarters since.
  • Essex Financial Services's Intuitive Surgical position peaked at $1.19M in Q3 2021.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.