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 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 $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

Longfellow Investment Management's ISRG Position: Q1 2026 in Review

Longfellow Investment Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 14 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Longfellow Investment Management first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.93K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Longfellow Investment Management held 14 shares of Intuitive Surgical worth $6.45K as of Q1 2026.
Longfellow Investment Management left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up ﹤0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #178 holding.
Longfellow Investment Management first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
Longfellow Investment Management's Intuitive Surgical position peaked at $7.93K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.