Galvin Gaustad & Stein’s Intuitive Surgical ISRG Stock Holding History

Galvin Gaustad & Stein’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	–	Sell	-424	Closed	-$240K	–	262
2025 Q4	$240K	Buy	+424	New	+$226K	0.02%	232
2025 Q3	–	Sell	-1,319	Closed	-$717K	–	208
2025 Q2	$717K	Buy	1,319 +300	+29%	+$157K	0.06%	120
2025 Q1	$505K	Buy	1,019 +602	+144%	+$333K	0.05%	131
2024 Q4	$218K	Buy	+417	New	+$217K	0.02%	178

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

Galvin Gaustad & Stein's ISRG Position: Q1 2026 in Review

Galvin Gaustad & Stein sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 424 shares — an estimated $240K sold.

Galvin Gaustad & Stein first reported a position in ISRG in Q4 2024 and held it in 4 quarters. The position peaked at $717K in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Galvin Gaustad & Stein reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Galvin Gaustad & Stein sold 424 Intuitive Surgical shares in Q1 2026, an estimated $240K.
Galvin Gaustad & Stein first reported a position in Intuitive Surgical in Q4 2024 and held it in 4 quarters.
Galvin Gaustad & Stein's Intuitive Surgical position peaked at $717K in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.