Monetary Management Group’s Intuitive Surgical ISRG Stock Holding History

Monetary Management Group’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	$609K	Buy	1,320 +10	+0.8%	+$5.06K	0.15%	128
2025 Q4	$742K	Sell	1,310 -35	-3%	-$18.6K	0.17%	115
2025 Q3	$602K	Sell	1,345 -200	-13%	-$96K	0.14%	127
2025 Q2	$840K	Hold	1,545	–	–	0.21%	104
2025 Q1	$765K	Hold	1,545	–	–	0.21%	107
2024 Q4	$806K	Sell	1,545 -50	-3%	-$26K	0.21%	96
2024 Q3	$784K	Sell	1,595 -300	-16%	-$140K	0.2%	105
2024 Q2	$843K	Hold	1,895	–	–	0.22%	93
2024 Q1	$756K	Sell	1,895 -20	-1%	-$7.56K	0.21%	104
2023 Q4	$646K	Hold	1,915	–	–	0.2%	110
2023 Q3	$560K	Buy	1,915 +145	+8%	+$45.3K	0.19%	117
2023 Q2	$605K	Hold	1,770	–	–	0.19%	116
2023 Q1	$452K	Buy	+1,770	New	+$436K	0.13%	139

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

Monetary Management Group's ISRG Position: Q1 2026 in Review

Monetary Management Group increased its Intuitive Surgical (ISRG) stake by 0.76% in Q1 2026, buying an estimated $5.06K and bringing the position to 1,320 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #128.

Monetary Management Group first reported a position in ISRG in Q1 2023 and has held it in 13 quarters since. The position peaked at $843K in Q2 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Monetary Management Group held 1,320 shares of Intuitive Surgical worth $609K as of Q1 2026.
Monetary Management Group bought 10 Intuitive Surgical shares in Q1 2026, an estimated $5.06K.
Intuitive Surgical made up 0.15% of Monetary Management Group's portfolio in Q1 2026, its #128 holding.
Monetary Management Group first reported a position in Intuitive Surgical in Q1 2023 and has held it in 13 quarters since.
Monetary Management Group's Intuitive Surgical position peaked at $843K in Q2 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.