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Gladstone Institutional Advisory’s Intuitive Surgical ISRG Stock Holding History

Gladstone Institutional Advisory’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 		$901K Buy
1,954
+30
+2% +$15.2K 0.03% 390
2025
Q4 		$1.09M Sell
1,924
-1,252
-39% -$667K 0.04% 354
2025
Q3 		$1.42M Sell
3,176
-182
-5% -$87.3K 0.05% 302
2025
Q2 		$1.82M Sell
3,358
-108
-3% -$56.5K 0.08% 250
2025
Q1 		$1.72M Buy
3,466
+105
+3% +$58.1K 0.08% 247
2024
Q4 		$1.75M Sell
3,361
-386
-10% -$201K 0.08% 245
2024
Q3 		$1.84M Sell
3,747
-1,427
-28% -$664K 0.09% 237
2024
Q2 		$2.3M Buy
5,174
+421
+9% +$168K 0.12% 204
2024
Q1 		$1.9M Buy
4,753
+409
+9% +$155K 0.1% 210
2023
Q4 		$1.47M Buy
4,344
+1,569
+57% +$468K 0.08% 239
2023
Q3 		$811K Sell
2,775
-50
-2% -$15.6K 0.05% 300
2023
Q2 		$966K Buy
+2,825
New +$855K 0.06% 287
2022
Q2 		– Sell
-1,214
Closed -$366K – 693
2022
Q1 		$366K Buy
1,214
+538
+80% +$157K 0.02% 504
2021
Q4 		$243K Sell
676
-3,833
-85% -$1.32M 0.02% 520
2021
Q3 		$1.49M Buy
4,509
+3,099
+220% +$1.04M 0.15% 183
2021
Q2 		$432K Buy
+1,410
New +$396K 0.05% 320
2019
Q2 		– Sell
-1,122
Closed -$213K – 282
2019
Q1 		$213K Buy
+1,122
New +$199K 0.08% 197

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

Gladstone Institutional Advisory's ISRG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Intuitive Surgical (ISRG) stake by 1.6% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,954 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #390.

Gladstone Institutional Advisory first reported a position in ISRG in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.3M in Q2 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Gladstone Institutional Advisory held 1,954 shares of Intuitive Surgical worth $901K as of Q1 2026.
  • Gladstone Institutional Advisory bought 30 Intuitive Surgical shares in Q1 2026, an estimated $15.2K.
  • Intuitive Surgical made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #390 holding.
  • Gladstone Institutional Advisory first reported a position in Intuitive Surgical in Q1 2019 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's Intuitive Surgical position peaked at $2.3M in Q2 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.