Herold Advisors’s Intuitive Surgical ISRG Stock Holding History

Herold 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	$2.97M	Hold	6,450	–	–	0.65%	41
2025 Q4	$3.65M	Hold	6,450	–	–	0.82%	30
2025 Q3	$2.88M	Hold	6,450	–	–	0.67%	42
2025 Q2	$3.5M	Hold	6,450	–	–	0.73%	33
2025 Q1	$3.19M	Hold	6,450	–	–	0.7%	34
2024 Q4	$3.37M	Hold	6,450	–	–	0.73%	33
2024 Q3	$3.17M	Hold	6,450	–	–	0.69%	38
2024 Q2	$2.87M	Sell	6,450 -1,500	-19%	-$597K	0.66%	37
2024 Q1	$3.17M	Hold	7,950	–	–	0.77%	33
2023 Q4	$2.68M	Hold	7,950	–	–	0.74%	40
2023 Q3	$2.32M	Hold	7,950	–	–	0.71%	37
2023 Q2	$2.72M	Hold	7,950	–	–	0.83%	27
2023 Q1	$2.03M	Hold	7,950	–	–	0.7%	37
2022 Q4	$2.11M	Hold	7,950	–	–	0.89%	32
2022 Q3	$1.49M	Hold	7,950	–	–	0.72%	48
2022 Q2	$1.59M	Hold	7,950	–	–	0.71%	43
2022 Q1	$2.4M	Hold	7,950	–	–	0.85%	26
2021 Q4	$2.86M	Hold	7,950	–	–	1.11%	19
2021 Q3	$2.63M	Buy	+7,950	New	+$2.67M	1.02%	16

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

Herold Advisors's ISRG Position: Q1 2026 in Review

Herold Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 6,450 shares worth $2.97M. The position accounts for 0.65% of the portfolio, ranked #41.

Herold Advisors first reported a position in ISRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.65M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Herold Advisors held 6,450 shares of Intuitive Surgical worth $2.97M as of Q1 2026.
Herold Advisors left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.65% of Herold Advisors's portfolio in Q1 2026, its #41 holding.
Herold Advisors first reported a position in Intuitive Surgical in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Intuitive Surgical position peaked at $3.65M in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.