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Moseley Investment Management’s Intuitive Surgical ISRG Stock Holding History

Moseley 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 		$1.02M Buy
2,203
+17
+0.8% +$8.6K 0.32% 61
2025
Q4 		$1.24M Sell
2,186
-60
-3% -$31.9K 0.38% 55
2025
Q3 		$1M Buy
2,246
+110
+5% +$52.8K 0.31% 62
2025
Q2 		$1.16M Buy
2,136
+23
+1% +$12K 0.4% 54
2025
Q1 		$1.05M Sell
2,113
-26
-1% -$14.4K 0.41% 57
2024
Q4 		$1.12M Buy
2,139
+51
+2% +$26.6K 0.44% 54
2024
Q3 		$1.03M Sell
2,088
-56
-3% -$26.1K 0.41% 59
2024
Q2 		$954K Sell
2,144
-235
-10% -$93.6K 0.44% 55
2024
Q1 		$949K Sell
2,379
-112
-4% -$42.3K 0.47% 55
2023
Q4 		$840K Sell
2,491
-12
-0.5% -$3.58K 0.47% 54
2023
Q3 		$732K Buy
2,503
+90
+4% +$28.1K 0.44% 56
2023
Q2 		$825K Buy
2,413
+60
+3% +$18.2K 0.48% 53
2023
Q1 		$601K Buy
2,353
+260
+12% +$64.1K 0.39% 65
2022
Q4 		$555K Buy
2,093
+8
+0.4% +$1.95K 0.4% 64
2022
Q3 		$391K Buy
2,085
+618
+42% +$133K 0.29% 87
2022
Q2 		$294K Buy
1,467
+52
+4% +$12.2K 0.21% 111
2022
Q1 		$427K Sell
1,415
-605
-30% -$177K 0.23% 104
2021
Q4 		$726K Buy
2,020
+19
+0.9% +$6.54K 0.33% 81
2021
Q3 		$673K Sell
2,001
-48
-2% -$16.1K 0.34% 80
2021
Q2 		$628K Buy
2,049
+153
+8% +$42.9K 0.31% 82
2021
Q1 		$467K Buy
1,896
+462
+32% +$116K 0.26% 96
2020
Q4 		$391K Buy
1,434
+375
+35% +$93.1K 0.23% 105
2020
Q3 		$250K Buy
+1,059
New +$238K 0.18% 114
2019
Q3 		– Sell
-1,164
Closed -$204K – 118
2019
Q2 		$204K Buy
+1,164
New +$199K 0.19% 124

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

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

Moseley Investment Management increased its Intuitive Surgical (ISRG) stake by 0.78% in Q1 2026, buying an estimated $8.6K and bringing the position to 2,203 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #61.

Moseley Investment Management first reported a position in ISRG in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.24M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Moseley Investment Management held 2,203 shares of Intuitive Surgical worth $1.02M as of Q1 2026.
  • Moseley Investment Management bought 17 Intuitive Surgical shares in Q1 2026, an estimated $8.6K.
  • Intuitive Surgical made up 0.32% of Moseley Investment Management's portfolio in Q1 2026, its #61 holding.
  • Moseley Investment Management first reported a position in Intuitive Surgical in Q2 2019 and has held it in 24 quarters since.
  • Moseley Investment Management's Intuitive Surgical position peaked at $1.24M in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.