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Fulton Breakefield Broenniman’s Intuitive Surgical ISRG Stock Holding History

Fulton Breakefield Broenniman’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 		$710K Buy
1,541
+74
+5% +$37.4K 0.05% 105
2025
Q4 		$831K Buy
1,467
+64
+5% +$34.1K 0.05% 104
2025
Q3 		$628K Buy
1,403
+65
+5% +$31.2K 0.04% 111
2025
Q2 		$727K Buy
1,338
+6
+0.5% +$3.14K 0.05% 107
2025
Q1 		$660K Sell
1,332
-7
-0.5% -$3.87K 0.05% 99
2024
Q4 		$699K Sell
1,339
-23
-2% -$12K 0.05% 104
2024
Q3 		$669K Sell
1,362
-96
-7% -$44.7K 0.05% 101
2024
Q2 		$649K Sell
1,458
-188
-11% -$74.9K 0.05% 101
2024
Q1 		$657K Buy
1,646
+34
+2% +$12.8K 0.05% 102
2023
Q4 		$544K Sell
1,612
-30
-2% -$8.94K 0.04% 106
2023
Q3 		$480K Sell
1,642
-5
-0.3% -$1.56K 0.04% 108
2023
Q2 		$563K Sell
1,647
-7
-0.4% -$2.12K 0.05% 108
2023
Q1 		$423K Sell
1,654
-43
-3% -$10.6K 0.04% 122
2022
Q4 		$450K Buy
1,697
+85
+5% +$20.7K 0.04% 118
2022
Q3 		$302K Buy
1,612
+195
+14% +$41.9K 0.03% 136
2022
Q2 		$284K Sell
1,417
-65
-4% -$15.2K 0.02% 145
2022
Q1 		$447K Buy
+1,482
New +$433K 0.04% 107

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

Fulton Breakefield Broenniman's ISRG Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its Intuitive Surgical (ISRG) stake by 5% in Q1 2026, buying an estimated $37.4K and bringing the position to 1,541 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #105.

Fulton Breakefield Broenniman first reported a position in ISRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $831K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Fulton Breakefield Broenniman held 1,541 shares of Intuitive Surgical worth $710K as of Q1 2026.
  • Fulton Breakefield Broenniman bought 74 Intuitive Surgical shares in Q1 2026, an estimated $37.4K.
  • Intuitive Surgical made up 0.05% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #105 holding.
  • Fulton Breakefield Broenniman first reported a position in Intuitive Surgical in Q1 2022 and has held it in 17 quarters since.
  • Fulton Breakefield Broenniman's Intuitive Surgical position peaked at $831K in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.