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Perennial Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Perennial Investment Advisors’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 		$1.15M Sell
2,496
-2
-0.1% -$1.01K 0.09% 179
2025
Q4 		$1.41M Sell
2,498
-38
-1% -$20.2K 0.11% 151
2025
Q3 		$1.13M Sell
2,536
-51
-2% -$24.5K 0.09% 171
2025
Q2 		$1.41M Buy
2,587
+166
+7% +$86.8K 0.14% 139
2025
Q1 		$1.2M Buy
2,421
+362
+18% +$200K 0.13% 137
2024
Q4 		$1.07M Sell
2,059
-10
-0.5% -$5.21K 0.13% 137
2024
Q3 		$1.02M Buy
2,069
+105
+5% +$48.9K 0.13% 133
2024
Q2 		$874K Buy
1,964
+118
+6% +$47K 0.12% 135
2024
Q1 		$737K Sell
1,846
-54
-3% -$20.4K 0.11% 153
2023
Q4 		$641K Sell
1,900
-2
-0.1% -$596 0.11% 158
2023
Q3 		$556K Sell
1,902
-50
-3% -$15.6K 0.1% 163
2023
Q2 		$667K Buy
1,952
+50
+3% +$15.1K 0.12% 144
2023
Q1 		$486K Buy
1,902
+94
+5% +$23.2K 0.09% 175
2022
Q4 		$480K Buy
1,808
+17
+0.9% +$4.14K 0.2% 108
2022
Q3 		$336K Sell
1,791
-1,509
-46% -$324K 0.15% 118
2022
Q2 		$663K Buy
3,300
+135
+4% +$31.7K 0.26% 76
2022
Q1 		$956K Hold
3,165
– – 0.3% 66
2021
Q4 		$1.14M Hold
3,165
– – 0.36% 61
2021
Q3 		$1.05M Sell
3,165
-15
-0.5% -$5.04K 0.37% 60
2021
Q2 		$975K Buy
3,180
+15
+0.5% +$4.21K 0.36% 64
2021
Q1 		$780K Buy
3,165
+1,461
+86% +$368K 0.31% 71
2020
Q4 		$465K Sell
1,704
-24
-1% -$5.96K 0.2% 95
2020
Q3 		$409K Buy
1,728
+144
+9% +$32.3K 0.21% 91
2020
Q2 		$301K Hold
1,584
– – 0.2% 99
2020
Q1 		$261K Hold
1,584
– – 0.23% 90
2019
Q4 		$312K Buy
+1,584
New +$297K 0.25% 94

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

Perennial Investment Advisors's ISRG Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Intuitive Surgical (ISRG) stake by 0.08% in Q1 2026, selling an estimated $1.01K and leaving 2,496 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #179.

Perennial Investment Advisors first reported a position in ISRG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.41M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Perennial Investment Advisors held 2,496 shares of Intuitive Surgical worth $1.15M as of Q1 2026.
  • Perennial Investment Advisors sold 2 Intuitive Surgical shares in Q1 2026, an estimated $1.01K.
  • Intuitive Surgical made up 0.09% of Perennial Investment Advisors's portfolio in Q1 2026, its #179 holding.
  • Perennial Investment Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Intuitive Surgical position peaked at $1.41M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.