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L.J. Altfest & Co’s Intuitive Surgical ISRG Stock Holding History

L.J. Altfest & 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 		$403K Buy
874
+99
+13% +$50.1K 0.04% 245
2025
Q4 		$439K Sell
775
-7
-0.9% -$3.73K 0.05% 241
2025
Q3 		$350K Sell
782
-110
-12% -$52.8K 0.04% 265
2025
Q2 		$485K Sell
892
-185
-17% -$96.7K 0.06% 221
2025
Q1 		$533K Sell
1,077
-1,138
-51% -$629K 0.07% 203
2024
Q4 		$1.16M Sell
2,215
-16
-0.7% -$8.33K 0.15% 104
2024
Q3 		$1.1M Buy
2,231
+268
+14% +$125K 0.15% 120
2024
Q2 		$873K Buy
1,963
+58
+3% +$23.1K 0.12% 128
2024
Q1 		$760K Sell
1,905
-341
-15% -$129K 0.11% 140
2023
Q4 		$758K Sell
2,246
-1,747
-44% -$521K 0.11% 137
2023
Q3 		$1.17M Buy
3,993
+367
+10% +$115K 0.18% 93
2023
Q2 		$1.24M Sell
3,626
-1,429
-28% -$432K 0.19% 84
2023
Q1 		$1.29M Sell
5,055
-1,088
-18% -$268K 0.2% 75
2022
Q4 		$1.63M Sell
6,143
-2
-0% -$488 0.27% 67
2022
Q3 		$1.15M Buy
6,145
+39
+0.6% +$8.38K 0.22% 68
2022
Q2 		$1.23M Buy
6,106
+2,753
+82% +$646K 0.22% 73
2022
Q1 		$1.01M Buy
3,353
+2,508
+297% +$733K 0.18% 89
2021
Q4 		$304K Sell
845
-157
-16% -$54K 0.06% 207
2021
Q3 		$332K Hold
1,002
– – 0.07% 192
2021
Q2 		$307K Sell
1,002
-126
-11% -$35.3K 0.07% 206
2021
Q1 		$278K Sell
1,128
-2,205
-66% -$555K 0.07% 212
2020
Q4 		$909K Sell
3,333
-15
-0.4% -$3.73K 0.22% 84
2020
Q3 		$792K Buy
3,348
+6
+0.2% +$1.35K 0.21% 83
2020
Q2 		$635K Buy
+3,342
New +$599K 0.18% 93
2019
Q4 		– Sell
-1,953
Closed -$351K – 199
2019
Q3 		$351K Buy
1,953
+51
+3% +$8.82K 0.09% 128
2019
Q2 		$333K Buy
+1,902
New +$326K 0.09% 129

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

L.J. Altfest & Co's ISRG Position: Q1 2026 in Review

L.J. Altfest & Co increased its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, buying an estimated $50.1K and bringing the position to 874 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #245.

L.J. Altfest & Co first reported a position in ISRG in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2022. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • L.J. Altfest & Co held 874 shares of Intuitive Surgical worth $403K as of Q1 2026.
  • L.J. Altfest & Co bought 99 Intuitive Surgical shares in Q1 2026, an estimated $50.1K.
  • Intuitive Surgical made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #245 holding.
  • L.J. Altfest & Co first reported a position in Intuitive Surgical in Q2 2019 and has held it in 26 quarters since.
  • L.J. Altfest & Co's Intuitive Surgical position peaked at $1.63M in Q4 2022.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.