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Howe & Rusling’s Intuitive Surgical ISRG Stock Holding History

Howe & Rusling’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 		$308K Sell
668
-12
-2% -$6.07K 0.02% 239
2025
Q4 		$385K Buy
+680
New +$362K 0.03% 204
2022
Q3 		– Sell
-14
Closed -$3K – 1125
2022
Q2 		$3K Sell
14
-121
-90% -$28.4K ﹤0.01% 791
2022
Q1 		$41K Hold
135
– – ﹤0.01% 335
2021
Q4 		$49K Buy
+135
New +$46.4K 0.01% 321

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

Howe & Rusling's ISRG Position: Q1 2026 in Review

Howe & Rusling reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2026, selling an estimated $6.07K and leaving 668 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #239.

Howe & Rusling first reported a position in ISRG in Q4 2021 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Howe & Rusling held 668 shares of Intuitive Surgical worth $308K as of Q1 2026.
  • Howe & Rusling sold 12 Intuitive Surgical shares in Q1 2026, an estimated $6.07K.
  • Intuitive Surgical made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #239 holding.
  • Howe & Rusling first reported a position in Intuitive Surgical in Q4 2021 and has held it in 5 quarters since.
  • Howe & Rusling's Intuitive Surgical position peaked at $385K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.