PG
ISRG icon

Patten Group’s Intuitive Surgical ISRG Stock Holding History

Patten 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 		$1.95M Buy
4,233
+644
+18% +$326K 0.34% 89
2025
Q4 		$2.03M Buy
3,589
+2,169
+153% +$1.15M 0.38% 82
2025
Q3 		$635K Buy
+1,420
New +$681K 0.12% 162
2015
Q3 		– Sell
-450
Closed -$24.2K – 606
2015
Q2 		$24.2K Buy
+450
New +$25.2K 0.01% 356

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

Patten Group's ISRG Position: Q1 2026 in Review

Patten Group increased its Intuitive Surgical (ISRG) stake by 18% in Q1 2026, buying an estimated $326K and bringing the position to 4,233 shares worth $1.95M. The position accounts for 0.34% of the portfolio, ranked #89.

Patten Group first reported a position in ISRG in Q2 2015 and has held it in 4 quarters since. The position peaked at $2.03M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Patten Group held 4,233 shares of Intuitive Surgical worth $1.95M as of Q1 2026.
  • Patten Group bought 644 Intuitive Surgical shares in Q1 2026, an estimated $326K.
  • Intuitive Surgical made up 0.34% of Patten Group's portfolio in Q1 2026, its #89 holding.
  • Patten Group first reported a position in Intuitive Surgical in Q2 2015 and has held it in 4 quarters since.
  • Patten Group's Intuitive Surgical position peaked at $2.03M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.