Frank Rimerman Advisors’s Intuitive Surgical ISRG Stock Holding History

Frank Rimerman 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	$3.97M	Buy	8,604 +26	+0.3%	+$13.2K	0.26%	64
2025 Q4	$4.86M	Sell	8,578 -679	-7%	-$361K	0.31%	52
2025 Q3	$4.14M	Sell	9,257 -1,671	-15%	-$802K	0.27%	59
2025 Q2	$5.94M	Buy	10,928 +16	+0.1%	+$8.37K	0.4%	40
2025 Q1	$5.4M	Buy	10,912 +22	+0.2%	+$12.2K	0.43%	36
2024 Q4	$5.68M	Buy	10,890 +60	+0.6%	+$31.3K	0.41%	33
2024 Q3	$5.32M	Buy	10,830 +1,580	+17%	+$736K	0.38%	38
2024 Q2	$4.11M	Buy	9,250 +5,359	+138%	+$2.13M	0.29%	48
2024 Q1	$1.55M	Hold	3,891	–	–	0.3%	41
2023 Q4	$1.31M	Hold	3,891	–	–	0.27%	42
2023 Q3	$1.14M	Hold	3,891	–	–	0.28%	42
2023 Q2	$1.33M	Hold	3,891	–	–	0.32%	38
2023 Q1	$994K	Hold	3,891	–	–	0.27%	43
2022 Q4	$1.03M	Hold	3,891	–	–	0.32%	37
2022 Q3	$729K	Hold	3,891	–	–	0.26%	48
2022 Q2	$781K	Hold	3,891	–	–	0.3%	42
2022 Q1	$1.17M	Hold	3,891	–	–	0.38%	36
2021 Q4	$1.4M	Hold	3,891	–	–	0.47%	29
2021 Q3	$1.29M	Sell	3,891 -45	-1%	-$15.1K	0.5%	27
2021 Q2	$1.21M	Hold	3,936	–	–	0.47%	29
2021 Q1	$969K	Hold	3,936	–	–	0.43%	28
2020 Q4	$1.07M	Buy	+3,936	New	+$977K	0.49%	29

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

Frank Rimerman Advisors's ISRG Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Intuitive Surgical (ISRG) stake by 0.3% in Q1 2026, buying an estimated $13.2K and bringing the position to 8,604 shares worth $3.97M. The position accounts for 0.26% of the portfolio, ranked #64.

Frank Rimerman Advisors first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.94M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Frank Rimerman Advisors held 8,604 shares of Intuitive Surgical worth $3.97M as of Q1 2026.
Frank Rimerman Advisors bought 26 Intuitive Surgical shares in Q1 2026, an estimated $13.2K.
Intuitive Surgical made up 0.26% of Frank Rimerman Advisors's portfolio in Q1 2026, its #64 holding.
Frank Rimerman Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's Intuitive Surgical position peaked at $5.94M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.