Longfellow Investment Management’s Intuitive Surgical ISRG Stock Holding History

Longfellow Investment 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 Q2	$7.56K	Buy	19 +5	+36%	+$2.18K	﹤0.01%	174
2026 Q1	$6.45K	Hold	14	–	–	﹤0.01%	178
2025 Q4	$7.93K	Hold	14	–	–	﹤0.01%	174
2025 Q3	$6.26K	Buy	14 +4	+40%	+$1.92K	﹤0.01%	188
2025 Q2	$5.43K	Hold	10	–	–	﹤0.01%	187
2025 Q1	$4.95K	Hold	10	–	–	﹤0.01%	186
2024 Q4	$5.22K	Hold	10	–	–	﹤0.01%	190
2024 Q3	$4.91K	Hold	10	–	–	﹤0.01%	190
2024 Q2	$4.45K	Hold	10	–	–	﹤0.01%	188
2024 Q1	$3.99K	Hold	10	–	–	﹤0.01%	205
2023 Q4	$3.37K	Hold	10	–	–	﹤0.01%	186
2023 Q3	$2.92K	Hold	10	–	–	﹤0.01%	179
2023 Q2	$3.42K	Hold	10	–	–	﹤0.01%	199
2023 Q1	$2.56K	Hold	10	–	–	﹤0.01%	210
2022 Q4	$2.65K	Hold	10	–	–	﹤0.01%	218
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	282
2022 Q2	$3K	Buy	10 +2	+25%	+$469	﹤0.01%	282
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	314
2021 Q4	$3K	Buy	8 +2	+33%	+$688	﹤0.01%	324
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	363
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	378
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	436
2020 Q4	$2K	Buy	+6	New	+$1.49K	﹤0.01%	454

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Longfellow Investment Management's ISRG Position: Q2 2026 in Review

Longfellow Investment Management increased its Intuitive Surgical (ISRG) stake by 36% in Q2 2026, buying an estimated $2.18K and bringing the position to 19 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Longfellow Investment Management first reported a position in ISRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.93K in Q4 2025. 2,254 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

Longfellow Investment Management held 19 shares of Intuitive Surgical worth $7.56K as of Q2 2026.
Longfellow Investment Management bought 5 Intuitive Surgical shares in Q2 2026, an estimated $2.18K.
Intuitive Surgical made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #174 holding.
Longfellow Investment Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's Intuitive Surgical position peaked at $7.93K in Q4 2025.
2,254 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.