FCH
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Freestone Capital Holdings’s Intuitive Surgical ISRG Stock Holding History

Freestone Capital Holdings’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 		$6.94M Buy
15,064
+529
+4% +$268K 0.21% 80
2025
Q4 		$8.23M Buy
14,535
+537
+4% +$286K 0.24% 72
2025
Q3 		$6.26M Buy
13,998
+198
+1% +$95K 0.19% 85
2025
Q2 		$7.5M Buy
13,800
+6,540
+90% +$3.42M 0.25% 70
2025
Q1 		$3.6M Sell
7,260
-275
-4% -$152K 0.13% 116
2024
Q4 		$3.93M Buy
7,535
+72
+1% +$37.5K 0.14% 103
2024
Q3 		$3.67M Sell
7,463
-71
-0.9% -$33.1K 0.13% 118
2024
Q2 		$3.35M Buy
7,534
+63
+0.8% +$25.1K 0.12% 117
2024
Q1 		$2.98M Buy
7,471
+208
+3% +$78.6K 0.11% 134
2023
Q4 		$2.45M Buy
7,263
+485
+7% +$145K 0.11% 140
2023
Q3 		$1.98M Buy
6,778
+1,545
+30% +$483K 0.1% 141
2023
Q2 		$1.79M Buy
5,233
+577
+12% +$175K 0.07% 148
2023
Q1 		$1.19M Sell
4,656
-16
-0.3% -$3.94K 0.05% 178
2022
Q4 		$1.24M Buy
4,672
+73
+2% +$17.8K 0.06% 175
2022
Q3 		$862K Buy
4,599
+298
+7% +$64K 0.04% 210
2022
Q2 		$863K Buy
4,301
+177
+4% +$41.5K 0.03% 218
2022
Q1 		$1.24M Buy
4,124
+2,695
+189% +$787K 0.05% 228
2021
Q4 		$513K Buy
+1,429
New +$492K 0.02% 310
2021
Q1 		– Sell
-315
Closed -$85.9K – 740
2020
Q4 		$85.9K Buy
315
+45
+17% +$11.2K 0.01% 460
2020
Q3 		$63.9K Buy
+270
New +$60.6K ﹤0.01% 450
2019
Q1 		– Sell
-1,365
Closed -$218K – 386
2018
Q4 		$218K Buy
+1,365
New +$231K 0.01% 380
2013
Q4 		– Sell
-9,000
Closed -$496K – 339
2013
Q3 		$496K Buy
+9,000
New +$397K 0.09% 227

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

Freestone Capital Holdings's ISRG Position: Q1 2026 in Review

Freestone Capital Holdings increased its Intuitive Surgical (ISRG) stake by 3.6% in Q1 2026, buying an estimated $268K and bringing the position to 15,064 shares worth $6.94M. The position accounts for 0.21% of the portfolio, ranked #80.

Freestone Capital Holdings first reported a position in ISRG in Q3 2013 and has held it in 22 quarters since. The position peaked at $8.23M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Freestone Capital Holdings held 15,064 shares of Intuitive Surgical worth $6.94M as of Q1 2026.
  • Freestone Capital Holdings bought 529 Intuitive Surgical shares in Q1 2026, an estimated $268K.
  • Intuitive Surgical made up 0.21% of Freestone Capital Holdings's portfolio in Q1 2026, its #80 holding.
  • Freestone Capital Holdings first reported a position in Intuitive Surgical in Q3 2013 and has held it in 22 quarters since.
  • Freestone Capital Holdings's Intuitive Surgical position peaked at $8.23M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.