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Montag & Associates’s Intuitive Surgical ISRG Stock Holding History

Montag & Associates’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 		$6.7M Sell
14,533
-1,117
-7% -$565K 0.31% 69
2025
Q4 		$8.86M Buy
15,650
+2,209
+16% +$1.18M 0.4% 59
2025
Q3 		$6.01M Sell
13,441
-2,287
-15% -$1.1M 0.28% 83
2025
Q2 		$8.55M Sell
15,728
-311
-2% -$163K 0.42% 63
2025
Q1 		$7.94M Sell
16,039
-390
-2% -$216K 0.4% 61
2024
Q4 		$8.58M Sell
16,429
-3,235
-16% -$1.68M 0.41% 57
2024
Q3 		$9.66M Buy
19,664
+306
+2% +$142K 0.46% 58
2024
Q2 		$8.61M Sell
19,358
-133
-0.7% -$53K 0.43% 61
2024
Q1 		$7.78M Hold
19,491
– – 0.39% 64
2023
Q4 		$6.58M Buy
19,491
+393
+2% +$117K 0.37% 71
2023
Q3 		$5.58M Sell
19,098
-2,948
-13% -$921K 0.35% 71
2023
Q2 		$7.54M Sell
22,046
-56
-0.3% -$16.9K 0.46% 55
2023
Q1 		$5.65M Sell
22,102
-1,030
-4% -$254K 0.37% 70
2022
Q4 		$6.14M Sell
23,132
-2,610
-10% -$636K 0.41% 65
2022
Q3 		$4.83M Sell
25,742
-6,053
-19% -$1.3M 0.33% 81
2022
Q2 		$6.38M Sell
31,795
-667
-2% -$156K 0.41% 63
2022
Q1 		$9.79M Buy
32,462
+3,840
+13% +$1.12M 0.52% 45
2021
Q4 		$10.3M Sell
28,622
-73
-0.3% -$25.1K 0.51% 50
2021
Q3 		$9.51M Sell
28,695
-3,732
-12% -$1.25M 0.51% 47
2021
Q2 		$9.94M Sell
32,427
-5,151
-14% -$1.45M 0.53% 43
2021
Q1 		$9.26M Sell
37,578
-14,196
-27% -$3.57M 0.52% 50
2020
Q4 		$14.1M Buy
51,774
+3,714
+8% +$922K 0.87% 28
2020
Q3 		$11.4M Buy
48,060
+141
+0.3% +$31.7K 0.92% 27
2020
Q2 		$9.1M Buy
47,919
+5,820
+14% +$1.04M 0.8% 32
2020
Q1 		$6.95M Buy
+42,099
New +$7.71M 0.69% 41

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Associates's ISRG Position: Q1 2026 in Review

Montag & Associates reduced its Intuitive Surgical (ISRG) stake by 7.1% in Q1 2026, selling an estimated $565K and leaving 14,533 shares worth $6.7M. The position accounts for 0.31% of the portfolio, ranked #69.

Montag & Associates first reported a position in ISRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q4 2020. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Montag & Associates held 14,533 shares of Intuitive Surgical worth $6.7M as of Q1 2026.
  • Montag & Associates sold 1,117 Intuitive Surgical shares in Q1 2026, an estimated $565K.
  • Intuitive Surgical made up 0.31% of Montag & Associates's portfolio in Q1 2026, its #69 holding.
  • Montag & Associates first reported a position in Intuitive Surgical in Q1 2020 and has held it in 25 quarters since.
  • Montag & Associates's Intuitive Surgical position peaked at $14.1M in Q4 2020.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.