Middleton & Co’s Intuitive Surgical ISRG Stock Holding History

Middleton & 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	$356K	Hold	772	–	–	0.04%	129
2025 Q4	$437K	Hold	772	–	–	0.05%	119
2025 Q3	$345K	Sell	772 -11	-1%	-$5.28K	0.04%	132
2025 Q2	$425K	Hold	783	–	–	0.05%	122
2025 Q1	$388K	Hold	783	–	–	0.05%	122
2024 Q4	$409K	Hold	783	–	–	0.05%	120
2024 Q3	$385K	Hold	783	–	–	0.04%	126
2024 Q2	$348K	Hold	783	–	–	0.04%	124
2024 Q1	$312K	Hold	783	–	–	0.04%	140
2023 Q4	$264K	Hold	783	–	–	0.03%	134
2023 Q3	$229K	Hold	783	–	–	0.03%	141
2023 Q2	$268K	Hold	783	–	–	0.04%	136
2023 Q1	$200K	Hold	783	–	–	0.03%	154
2022 Q4	$208K	Buy	+783	New	+$191K	0.03%	152

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

Middleton & Co's ISRG Position: Q1 2026 in Review

Middleton & Co held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 772 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #129.

Middleton & Co first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $437K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Middleton & Co held 772 shares of Intuitive Surgical worth $356K as of Q1 2026.
Middleton & Co left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.04% of Middleton & Co's portfolio in Q1 2026, its #129 holding.
Middleton & Co first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
Middleton & Co's Intuitive Surgical position peaked at $437K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.