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Keebeck Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Keebeck Wealth Management’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 		$2.56M Sell
5,554
-739
-12% -$374K 0.29% 92
2025
Q4 		$3.56M Buy
6,293
+392
+7% +$209K 0.41% 70
2025
Q3 		$2.64M Sell
5,901
-296
-5% -$142K 0.31% 83
2025
Q2 		$3.37M Buy
6,197
+5
+0.1% +$2.61K 0.44% 64
2025
Q1 		$3.07M Sell
6,192
-29
-0.5% -$16K 0.45% 61
2024
Q4 		$3.25M Buy
6,221
+101
+2% +$52.6K 0.47% 65
2024
Q3 		$3.01M Sell
6,120
-129
-2% -$60.1K 0.44% 65
2024
Q2 		$2.78M Hold
6,249
– – 0.41% 73
2024
Q1 		$2.49M Hold
6,249
– – 0.37% 77
2023
Q4 		$2.11M Buy
6,249
+37
+0.6% +$11K 0.35% 77
2023
Q3 		$1.82M Hold
6,212
– – 0.32% 83
2023
Q2 		$2.12M Hold
6,212
– – 0.29% 86
2023
Q1 		$1.59M Hold
6,212
– – 0.26% 89
2022
Q4 		$1.65M Buy
6,212
+3
+0% +$731 0.29% 81
2022
Q3 		$1.16M Hold
6,209
– – 0.22% 98
2022
Q2 		$1.25M Sell
6,209
-3,525
-36% -$827K 0.24% 97
2022
Q1 		$2.94M Sell
9,734
-100
-1% -$29.2K 0.49% 46
2021
Q4 		$3.53M Hold
9,834
– – 0.63% 40
2021
Q3 		$3.26M Sell
9,834
-1,017
-9% -$342K 0.64% 39
2021
Q2 		$3.33M Buy
10,851
+15
+0.1% +$4.21K 0.48% 47
2021
Q1 		$2.67M Buy
10,836
+102
+1% +$25.7K 0.41% 48
2020
Q4 		$2.93M Buy
10,734
+405
+4% +$101K 0.51% 43
2020
Q3 		$2.44M Buy
10,329
+909
+10% +$204K 0.5% 41
2020
Q2 		$1.79M Buy
+9,420
New +$1.69M 0.57% 41
2020
Q1 		– Sell
-666
Closed -$131K – 241
2019
Q4 		$131K Buy
+666
New +$125K 0.04% 169

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

Keebeck Wealth Management's ISRG Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, selling an estimated $374K and leaving 5,554 shares worth $2.56M. The position accounts for 0.29% of the portfolio, ranked #92.

Keebeck Wealth Management first reported a position in ISRG in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.56M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Keebeck Wealth Management held 5,554 shares of Intuitive Surgical worth $2.56M as of Q1 2026.
  • Keebeck Wealth Management sold 739 Intuitive Surgical shares in Q1 2026, an estimated $374K.
  • Intuitive Surgical made up 0.29% of Keebeck Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Keebeck Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 25 quarters since.
  • Keebeck Wealth Management's Intuitive Surgical position peaked at $3.56M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.