Grandfield & Dodd’s Intuitive Surgical ISRG Stock Holding History

Grandfield & Dodd’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	$1.7M	Sell	3,696 -52	-1%	-$26.3K	0.1%	91
2025 Q4	$2.12M	Sell	3,748 -8	-0.2%	-$4.26K	0.12%	85
2025 Q3	$1.68M	Hold	3,756	–	–	0.1%	94
2025 Q2	$2.04M	Sell	3,756 -450	-11%	-$235K	0.12%	85
2025 Q1	$2.08M	Hold	4,206	–	–	0.13%	80
2024 Q4	$2.2M	Hold	4,206	–	–	0.14%	79
2024 Q3	$2.07M	Sell	4,206 -10	-0.2%	-$4.66K	0.12%	82
2024 Q2	$1.88M	Hold	4,216	–	–	0.12%	84
2024 Q1	$1.68M	Buy	4,216 +5	+0.1%	+$1.89K	0.11%	89
2023 Q4	$1.42M	Buy	4,211 +39	+0.9%	+$11.6K	0.1%	93
2023 Q3	$1.22M	Sell	4,172 -100	-2%	-$31.2K	0.09%	95
2023 Q2	$1.46M	Buy	4,272 +11	+0.3%	+$3.33K	0.1%	87
2023 Q1	$1.09M	Hold	4,261	–	–	0.08%	100
2022 Q4	$1.13M	Sell	4,261 -50	-1%	-$12.2K	0.08%	96
2022 Q3	$810K	Hold	4,311	–	–	0.07%	103
2022 Q2	$870K	Hold	4,311	–	–	0.07%	107
2022 Q1	$1.3M	Hold	4,311	–	–	0.09%	93
2021 Q4	$1.55M	Sell	4,311 -288	-6%	-$99.1K	0.1%	88
2021 Q3	$1.52M	Sell	4,599 -75	-2%	-$25.2K	0.11%	85
2021 Q2	$1.43M	Hold	4,674	–	–	0.1%	85
2021 Q1	$1.15M	Buy	4,674 +36	+0.8%	+$9.06K	0.09%	90
2020 Q4	$1.26M	Hold	4,638	–	–	0.1%	86
2020 Q3	$1.1M	Hold	4,638	–	–	0.1%	90
2020 Q2	$880K	Hold	4,638	–	–	0.09%	98
2020 Q1	$766K	Hold	4,638	–	–	0.09%	98
2019 Q4	$914K	Hold	4,638	–	–	0.08%	98
2019 Q3	$835K	Hold	4,638	–	–	0.08%	100
2019 Q2	$811K	Hold	4,638	–	–	0.08%	103
2019 Q1	$882K	Hold	4,638	–	–	0.09%	101
2018 Q4	$740K	Hold	4,638	–	–	0.09%	102
2018 Q3	$887K	Hold	4,638	–	–	0.09%	103
2018 Q2	$740K	Sell	4,638 -195	-4%	-$29.7K	0.08%	109
2018 Q1	$665K	Hold	4,833	–	–	0.07%	109
2017 Q4	$588K	Hold	4,833	–	–	0.06%	123
2017 Q3	$562K	Sell	4,833 -315	-6%	-$34.3K	0.06%	122
2017 Q2	$535K	Hold	5,148	–	–	0.06%	124
2017 Q1	$438K	Hold	5,148	–	–	0.05%	135
2016 Q4	$363K	Hold	5,148	–	–	0.05%	148
2016 Q3	$415K	Sell	5,148 -828	-14%	-$63.4K	0.05%	131
2016 Q2	$439K	Sell	5,976 -63	-1%	-$4.43K	0.06%	120
2016 Q1	$403K	Sell	6,039 -63	-1%	-$3.9K	0.06%	123
2015 Q4	$370K	Hold	6,102	–	–	0.06%	128
2015 Q3	$312K	Buy	6,102 +765	+14%	+$43.3K	0.05%	135
2015 Q2	$287K	Buy	5,337 +108	+2%	+$6.04K	0.04%	145
2015 Q1	$293K	Hold	5,229	–	–	0.04%	140
2014 Q4	$307K	Sell	5,229 -117	-2%	-$6.52K	0.05%	136
2014 Q3	$274K	Buy	5,346 +117	+2%	+$5.81K	0.04%	139
2014 Q2	$239K	Hold	5,229	–	–	0.04%	163
2014 Q1	$254K	Buy	5,229 +333	+7%	+$15.7K	0.04%	156
2013 Q4	$209K	Buy	+4,896	New	+$206K	0.03%	166

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

Grandfield & Dodd's ISRG Position: Q1 2026 in Review

Grandfield & Dodd reduced its Intuitive Surgical (ISRG) stake by 1.4% in Q1 2026, selling an estimated $26.3K and leaving 3,696 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #91.

Grandfield & Dodd first reported a position in ISRG in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.2M in Q4 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Grandfield & Dodd held 3,696 shares of Intuitive Surgical worth $1.7M as of Q1 2026.
Grandfield & Dodd sold 52 Intuitive Surgical shares in Q1 2026, an estimated $26.3K.
Intuitive Surgical made up 0.1% of Grandfield & Dodd's portfolio in Q1 2026, its #91 holding.
Grandfield & Dodd first reported a position in Intuitive Surgical in Q4 2013 and has held it in 50 quarters since.
Grandfield & Dodd's Intuitive Surgical position peaked at $2.2M in Q4 2024.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.