KA
ISRG icon

Kercheville Advisors’s Intuitive Surgical ISRG Stock Holding History

Kercheville 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 		– Sell
-495
Closed -$260K – 119
2025
Q4 		$260K Sell
495
-535
-52% -$285K 0.07% 96
2025
Q3 		$461K Sell
1,030
-165
-14% -$79.2K 0.14% 73
2025
Q2 		$649K Sell
1,195
-130
-10% -$68K 0.22% 60
2025
Q1 		$656K Buy
1,325
+255
+24% +$141K 0.27% 53
2024
Q4 		$558K Buy
1,070
+215
+25% +$112K 0.22% 56
2024
Q3 		$420K Sell
855
-10
-1% -$4.66K 0.18% 61
2024
Q2 		$385K Buy
865
+210
+32% +$83.6K 0.17% 60
2024
Q1 		$261K Buy
+655
New +$248K 0.12% 68
2022
Q2 		– Sell
-1,135
Closed -$342K – 104
2022
Q1 		$342K Sell
1,135
-85
-7% -$24.8K 0.16% 79
2021
Q4 		$438K Sell
1,220
-70
-5% -$24.1K 0.19% 75
2021
Q3 		$427K Sell
1,290
-15
-1% -$5.04K 0.2% 73
2021
Q2 		$400K Sell
1,305
-165
-11% -$46.3K 0.19% 79
2021
Q1 		$361K Sell
1,470
-30
-2% -$7.55K 0.18% 83
2020
Q4 		$405K Buy
+1,500
New +$372K 0.22% 73

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kercheville Advisors's ISRG Position: Q1 2026 in Review

Kercheville Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 495 shares — an estimated $260K sold.

Kercheville Advisors first reported a position in ISRG in Q4 2020 and held it in 14 quarters. The position peaked at $656K in Q1 2025. 2,314 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Kercheville Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Kercheville Advisors sold 495 Intuitive Surgical shares in Q1 2026, an estimated $260K.
  • Kercheville Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 14 quarters.
  • Kercheville Advisors's Intuitive Surgical position peaked at $656K in Q1 2025.
  • 2,314 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.