Klingman & Associates’s Intuitive Surgical ISRG Stock Holding History

Klingman & Associates’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	$557K	Sell	1,208 -14	-1%	-$7.08K	0.03%	183
2025 Q4	$692K	Buy	1,222 +71	+6%	+$37.8K	0.03%	157
2025 Q3	$515K	Buy	1,151 +58	+5%	+$27.8K	0.03%	186
2025 Q2	$594K	Buy	1,093 +254	+30%	+$133K	0.03%	154
2025 Q1	$416K	Buy	839 +59	+8%	+$32.6K	0.03%	179
2024 Q4	$407K	Buy	780 +55	+8%	+$28.6K	0.03%	173
2024 Q3	$356K	Buy	725 +44	+6%	+$20.5K	0.02%	199
2024 Q2	$303K	Buy	681 +173	+34%	+$68.9K	0.02%	189
2024 Q1	$203K	Buy	+508	New	+$192K	0.01%	231

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

Klingman & Associates's ISRG Position: Q1 2026 in Review

Klingman & Associates reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q1 2026, selling an estimated $7.08K and leaving 1,208 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #183.

Klingman & Associates first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $692K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Klingman & Associates held 1,208 shares of Intuitive Surgical worth $557K as of Q1 2026.
Klingman & Associates sold 14 Intuitive Surgical shares in Q1 2026, an estimated $7.08K.
Intuitive Surgical made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #183 holding.
Klingman & Associates first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Klingman & Associates's Intuitive Surgical position peaked at $692K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.