HUB Investment Partners’s Intuitive Surgical ISRG Stock Holding History

HUB Investment Partners’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	$21.8M	Sell	47,265 -5,824	-11%	-$2.95M	0.52%	33
2025 Q4	$30.1M	Buy	53,089 +1,046	+2%	+$557K	0.78%	24
2025 Q3	$23.3M	Sell	52,043 -8,219	-14%	-$3.94M	0.77%	25
2025 Q2	$32.7M	Sell	60,262 -800	-1%	-$418K	1.09%	16
2025 Q1	$30.2M	Sell	61,062 -3,425	-5%	-$1.89M	1.2%	15
2024 Q4	$33.7M	Sell	64,487 -915	-1%	-$477K	1.41%	10
2024 Q3	$32.1M	Sell	65,402 -881	-1%	-$410K	1.4%	10
2024 Q2	$29.5M	Sell	66,283 -399	-0.6%	-$159K	1.12%	11
2024 Q1	$26.6M	Sell	66,682 -33	-0%	-$12.5K	1.45%	10
2023 Q4	$22.5M	Buy	66,715 +65,391	+4,939%	+$19.5M	1.54%	10
2023 Q3	$387K	Buy	+1,324	New	+$413K	0.06%	168
2021 Q4	–	Sell	-699	Closed	-$232K	–	228
2021 Q3	$232K	Buy	699 +33	+5%	+$11.1K	0.06%	198
2021 Q2	$204K	Buy	+666	New	+$187K	0.05%	202

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

HUB Investment Partners's ISRG Position: Q1 2026 in Review

HUB Investment Partners reduced its Intuitive Surgical (ISRG) stake by 11% in Q1 2026, selling an estimated $2.95M and leaving 47,265 shares worth $21.8M. The position accounts for 0.52% of the portfolio, ranked #33.

HUB Investment Partners first reported a position in ISRG in Q2 2021 and has held it in 13 quarters since. The position peaked at $33.7M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

HUB Investment Partners held 47,265 shares of Intuitive Surgical worth $21.8M as of Q1 2026.
HUB Investment Partners sold 5,824 Intuitive Surgical shares in Q1 2026, an estimated $2.95M.
Intuitive Surgical made up 0.52% of HUB Investment Partners's portfolio in Q1 2026, its #33 holding.
HUB Investment Partners first reported a position in Intuitive Surgical in Q2 2021 and has held it in 13 quarters since.
HUB Investment Partners's Intuitive Surgical position peaked at $33.7M in Q4 2024.
2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.