Goepper Burkhardt’s Intuitive Surgical ISRG Stock Holding History

Goepper Burkhardt’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	-942	Closed	-$534K	–	101
2025 Q4	$534K	Hold	942	–	–	0.17%	62
2025 Q3	$421K	Hold	942	–	–	0.14%	66
2025 Q2	$512K	Hold	942	–	–	0.19%	60
2025 Q1	$467K	Hold	942	–	–	0.19%	61
2024 Q4	$492K	Sell	942 -30	-3%	-$15.6K	0.2%	51
2024 Q3	$478K	Hold	972	–	–	0.2%	51
2024 Q2	$432K	Hold	972	–	–	0.2%	53
2024 Q1	$376K	Hold	972	–	–	0.18%	58
2023 Q4	$377K	Buy	972 +108	+13%	+$32.2K	0.19%	55
2023 Q3	$253K	Hold	864	–	–	0.15%	58
2023 Q2	$295K	Hold	864	–	–	0.18%	54
2023 Q1	$221K	Hold	864	–	–	0.14%	63
2022 Q4	$229K	Buy	+864	New	+$211K	0.16%	54
2022 Q2	–	Sell	-879	Closed	-$265K	–	63
2022 Q1	$265K	Hold	879	–	–	0.16%	57
2021 Q4	$316K	Buy	879 +15	+2%	+$5.16K	0.19%	51
2021 Q3	$286K	Hold	864	–	–	0.18%	52
2021 Q2	$265K	Hold	864	–	–	0.17%	57
2021 Q1	$213K	Hold	864	–	–	0.14%	62
2020 Q4	$236K	Buy	+864	New	+$215K	0.17%	56

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goepper Burkhardt's ISRG Position: Q1 2026 in Review

Goepper Burkhardt sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 942 shares — an estimated $534K sold.

Goepper Burkhardt first reported a position in ISRG in Q4 2020 and held it in 19 quarters. The position peaked at $534K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Goepper Burkhardt reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Goepper Burkhardt sold 942 Intuitive Surgical shares in Q1 2026, an estimated $534K.
Goepper Burkhardt first reported a position in Intuitive Surgical in Q4 2020 and held it in 19 quarters.
Goepper Burkhardt's Intuitive Surgical position peaked at $534K in Q4 2025.
2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.