McDaniel Terry & Co’s Intuitive Surgical ISRG Stock Holding History

McDaniel Terry & 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	$31.5M	Buy	68,414 +1,410	+2%	+$713K	2.68%	15
2025 Q4	$37.9M	Sell	67,004 -2,205	-3%	-$1.17M	3.3%	12
2025 Q3	$31M	Sell	69,209 -754	-1%	-$362K	2.49%	16
2025 Q2	$38M	Buy	69,963 +60	+0.1%	+$31.4K	3.11%	14
2025 Q1	$34.6M	Sell	69,903 -596	-0.8%	-$330K	3.03%	13
2024 Q4	$36.8M	Buy	70,499 +334	+0.5%	+$174K	3.02%	12
2024 Q3	$34.5M	Buy	70,165 +459	+0.7%	+$214K	2.89%	13
2024 Q2	$31M	Buy	69,706 +1,157	+2%	+$461K	2.71%	14
2024 Q1	$27.4M	Sell	68,549 -812	-1%	-$307K	2.43%	17
2023 Q4	$23.4M	Buy	69,361 +613	+0.9%	+$183K	2.24%	21
2023 Q3	$20.1M	Buy	68,748 +1,163	+2%	+$363K	2.09%	20
2023 Q2	$23.1M	Sell	67,585 -292	-0.4%	-$88.3K	2.35%	18
2023 Q1	$17.3M	Buy	67,877 +255	+0.4%	+$62.8K	1.89%	24
2022 Q4	$17.9M	Buy	67,622 +50	+0.1%	+$12.2K	2.09%	21
2022 Q3	$12.7M	Buy	67,572 +2,354	+4%	+$506K	1.64%	30
2022 Q2	$13.1M	Buy	65,218 +3,336	+5%	+$783K	1.62%	27
2022 Q1	$18.7M	Buy	61,882 +4,039	+7%	+$1.18M	2.02%	22
2021 Q4	$20.8M	Buy	57,843 +2,022	+4%	+$696K	2.08%	21
2021 Q3	$18.5M	Buy	55,821 +576	+1%	+$193K	2.16%	21
2021 Q2	$16.9M	Buy	55,245 +1,389	+3%	+$390K	1.95%	24
2021 Q1	$13.3M	Buy	53,856 +1,293	+2%	+$325K	1.62%	27
2020 Q4	$14.3M	Buy	52,563 +1,725	+3%	+$428K	1.82%	25
2020 Q3	$12M	Buy	50,838 +4,617	+10%	+$1.04M	1.7%	26
2020 Q2	$8.78M	Buy	46,221 +39,696	+608%	+$7.12M	1.34%	28
2020 Q1	$1.08M	Hold	6,525	–	–	0.2%	34
2019 Q4	$1.29M	Hold	6,525	–	–	0.19%	36
2019 Q3	$1.17M	Hold	6,525	–	–	0.19%	36
2019 Q2	$1.14M	Buy	6,525 +3,600	+123%	+$617K	0.19%	33
2019 Q1	$556K	Hold	2,925	–	–	0.1%	40
2018 Q4	$467K	Hold	2,925	–	–	0.09%	40
2018 Q3	$560K	Hold	2,925	–	–	0.09%	41
2018 Q2	$467K	Hold	2,925	–	–	0.09%	44
2018 Q1	$403K	Hold	2,925	–	–	0.07%	43
2017 Q4	$356K	Hold	2,925	–	–	0.06%	44
2017 Q3	$340K	Hold	2,925	–	–	0.06%	46
2017 Q2	$304K	Hold	2,925	–	–	0.06%	49
2017 Q1	$249K	Hold	2,925	–	–	0.05%	55
2016 Q4	$206K	Hold	2,925	–	–	0.04%	61
2016 Q3	$236K	Hold	2,925	–	–	0.05%	55
2016 Q2	$215K	Buy	+2,925	New	+$206K	0.05%	62

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

McDaniel Terry & Co's ISRG Position: Q1 2026 in Review

McDaniel Terry & Co increased its Intuitive Surgical (ISRG) stake by 2.1% in Q1 2026, buying an estimated $713K and bringing the position to 68,414 shares worth $31.5M. The position accounts for 2.68% of the portfolio, ranked #15.

McDaniel Terry & Co first reported a position in ISRG in Q2 2016 and has held it in 40 quarters since. The position peaked at $38M in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

McDaniel Terry & Co held 68,414 shares of Intuitive Surgical worth $31.5M as of Q1 2026.
McDaniel Terry & Co bought 1,410 Intuitive Surgical shares in Q1 2026, an estimated $713K.
Intuitive Surgical made up 2.68% of McDaniel Terry & Co's portfolio in Q1 2026, its #15 holding.
McDaniel Terry & Co first reported a position in Intuitive Surgical in Q2 2016 and has held it in 40 quarters since.
McDaniel Terry & Co's Intuitive Surgical position peaked at $38M in Q2 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.