Gallagher Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Gallagher Capital 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	$2.11M	Sell	4,569 -181	-4%	-$91.6K	1.42%	24
2025 Q4	$2.69M	Sell	4,750 -332	-7%	-$177K	1.74%	21
2025 Q3	$2.7M	Buy	5,082 +3	+0.1%	+$1.44K	1.56%	20
2025 Q2	$2.53M	Sell	5,079 -64	-1%	-$33.5K	2.05%	19
2025 Q1	$2.55M	Sell	5,143 -11	-0.2%	-$6.08K	1.94%	19
2024 Q4	$2.69M	Buy	+5,154	New	+$2.68M	1.96%	19

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

Gallagher Capital Advisors's ISRG Position: Q1 2026 in Review

Gallagher Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 3.8% in Q1 2026, selling an estimated $91.6K and leaving 4,569 shares worth $2.11M. The position accounts for 1.42% of the portfolio, ranked #24.

Gallagher Capital Advisors first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q3 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Gallagher Capital Advisors held 4,569 shares of Intuitive Surgical worth $2.11M as of Q1 2026.
Gallagher Capital Advisors sold 181 Intuitive Surgical shares in Q1 2026, an estimated $91.6K.
Intuitive Surgical made up 1.42% of Gallagher Capital Advisors's portfolio in Q1 2026, its #24 holding.
Gallagher Capital Advisors first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
Gallagher Capital Advisors's Intuitive Surgical position peaked at $2.7M in Q3 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Gallagher Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.