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Klingenstein Fields & Co’s Intuitive Surgical ISRG Stock Holding History

Klingenstein Fields & Co’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 		$36.5M Sell
79,105
-845
-1% -$427K 1.44% 23
2025
Q4 		$45.3M Sell
79,950
-1,164
-1% -$620K 1.7% 19
2025
Q3 		$36.3M Sell
81,114
-331
-0.4% -$159K 1.37% 23
2025
Q2 		$44.3M Sell
81,445
-2,038
-2% -$1.07M 1.75% 18
2025
Q1 		$41.3M Sell
83,483
-420
-0.5% -$232K 1.76% 17
2024
Q4 		$43.8M Sell
83,903
-1,142
-1% -$595K 1.77% 16
2024
Q3 		$41.8M Sell
85,045
-272
-0.3% -$127K 1.66% 18
2024
Q2 		$38M Sell
85,317
-6,868
-7% -$2.74M 1.57% 20
2024
Q1 		$36.8M Sell
92,185
-2,006
-2% -$758K 1.53% 19
2023
Q4 		$31.8M Sell
94,191
-360
-0.4% -$107K 1.42% 22
2023
Q3 		$27.6M Buy
94,551
+928
+1% +$290K 1.35% 26
2023
Q2 		$32M Sell
93,623
-505
-0.5% -$153K 1.48% 22
2023
Q1 		$24M Sell
94,128
-382
-0.4% -$94.1K 1.2% 32
2022
Q4 		$25.1M Sell
94,510
-606
-0.6% -$148K 1.3% 32
2022
Q3 		$17.8M Buy
95,116
+1,259
+1% +$270K 0.98% 41
2022
Q2 		$18.8M Buy
93,857
+3,284
+4% +$770K 0.98% 40
2022
Q1 		$27.3M Buy
90,573
+2,700
+3% +$789K 1.17% 32
2021
Q4 		$31.6M Buy
87,873
+15
+0% +$5.16K 1.27% 29
2021
Q3 		$29.1M Sell
87,858
-336
-0.4% -$113K 1.24% 29
2021
Q2 		$27M Buy
88,194
+423
+0.5% +$119K 1.12% 31
2021
Q1 		$21.6M Buy
87,771
+627
+0.7% +$158K 0.98% 41
2020
Q4 		$23.8M Buy
87,144
+609
+0.7% +$151K 1.08% 35
2020
Q3 		$20.5M Buy
86,535
+408
+0.5% +$91.6K 1.02% 37
2020
Q2 		$16.4M Buy
86,127
+5,577
+7% +$1,000K 0.89% 44
2020
Q1 		$13.3M Buy
+80,550
New +$14.8M 0.87% 43

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

Klingenstein Fields & Co's ISRG Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, selling an estimated $427K and leaving 79,105 shares worth $36.5M. The position accounts for 1.44% of the portfolio, ranked #23.

Klingenstein Fields & Co first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $45.3M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Klingenstein Fields & Co held 79,105 shares of Intuitive Surgical worth $36.5M as of Q1 2026.
  • Klingenstein Fields & Co sold 845 Intuitive Surgical shares in Q1 2026, an estimated $427K.
  • Intuitive Surgical made up 1.44% of Klingenstein Fields & Co's portfolio in Q1 2026, its #23 holding.
  • Klingenstein Fields & Co first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • Klingenstein Fields & Co's Intuitive Surgical position peaked at $45.3M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.