F/M Investments’s Intuitive Surgical ISRG Stock Holding History

F/M 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	$16.3M	Sell	35,373 -3,477	-9%	-$1.76M	1.08%	20
2025 Q4	$22M	Buy	38,850 +6,076	+19%	+$3.23M	0.84%	18
2025 Q3	$14.7M	Sell	32,774 -350	-1%	-$168K	0.57%	35
2025 Q2	$18M	Buy	33,124 +15,924	+93%	+$8.33M	0.65%	27
2025 Q1	$8.52M	Sell	17,200 -3,226	-16%	-$1.78M	0.34%	65
2024 Q4	$10.7M	Buy	20,426 +1,611	+9%	+$839K	0.39%	52
2024 Q3	$9.24M	Sell	18,815 -572	-3%	-$266K	0.29%	113
2024 Q2	$8.62M	Buy	+19,387	New	+$7.72M	0.31%	109
2023 Q4	–	Sell	-5,213	Closed	-$1.52M	–	94
2023 Q3	$1.52M	Sell	5,213 -123	-2%	-$38.4K	1.14%	30
2023 Q2	$1.82M	Buy	+5,336	New	+$1.61M	1.35%	23

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

F/M Investments's ISRG Position: Q1 2026 in Review

F/M Investments reduced its Intuitive Surgical (ISRG) stake by 8.9% in Q1 2026, selling an estimated $1.76M and leaving 35,373 shares worth $16.3M. The position accounts for 1.08% of the portfolio, ranked #20.

F/M Investments first reported a position in ISRG in Q2 2023 and has held it in 10 quarters since. The position peaked at $22M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

F/M Investments held 35,373 shares of Intuitive Surgical worth $16.3M as of Q1 2026.
F/M Investments sold 3,477 Intuitive Surgical shares in Q1 2026, an estimated $1.76M.
Intuitive Surgical made up 1.08% of F/M Investments's portfolio in Q1 2026, its #20 holding.
F/M Investments first reported a position in Intuitive Surgical in Q2 2023 and has held it in 10 quarters since.
F/M Investments's Intuitive Surgical position peaked at $22M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.