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Perigon Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Perigon Wealth 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 		$4.85M Buy
10,512
+290
+3% +$147K 0.09% 224
2025
Q4 		$5.79M Buy
10,222
+13
+0.1% +$6.92K 0.1% 182
2025
Q3 		$4.57M Buy
10,209
+790
+8% +$379K 0.09% 210
2025
Q2 		$5.12M Buy
9,419
+366
+4% +$191K 0.12% 162
2025
Q1 		$4.48M Buy
9,053
+3,249
+56% +$1.8M 0.12% 178
2024
Q4 		$3.39M Buy
5,804
+350
+6% +$182K 0.08% 220
2024
Q3 		$2.68M Buy
5,454
+20
+0.4% +$9.31K 0.07% 250
2024
Q2 		$2.42M Buy
5,434
+71
+1% +$28.3K 0.07% 229
2024
Q1 		$2.14M Buy
5,363
+27
+0.5% +$10.2K 0.06% 243
2023
Q4 		$1.8M Buy
5,336
+186
+4% +$55.4K 0.06% 238
2023
Q3 		$1.51M Buy
5,150
+120
+2% +$37.5K 0.06% 243
2023
Q2 		$1.72M Buy
5,030
+338
+7% +$102K 0.07% 225
2023
Q1 		$1.2M Sell
4,692
-449
-9% -$111K 0.07% 239
2022
Q4 		$1.36M Sell
5,141
-501
-9% -$122K 0.08% 221
2022
Q3 		$1.06M Buy
5,642
+1,019
+22% +$219K 0.09% 196
2022
Q2 		$928K Buy
4,623
+294
+7% +$69K 0.08% 218
2022
Q1 		$1.31M Buy
4,329
+51
+1% +$14.9K 0.09% 192
2021
Q4 		$1.54M Buy
4,278
+264
+7% +$90.8K 0.11% 164
2021
Q3 		$1.33M Buy
4,014
+165
+4% +$55.4K 0.12% 166
2021
Q2 		$1.18M Buy
3,849
+138
+4% +$38.7K 0.1% 174
2021
Q1 		$914K Buy
+3,711
New +$934K 0.09% 193
2020
Q4 		– Sell
-2,784
Closed -$658K – 1069
2020
Q3 		$658K Buy
2,784
+84
+3% +$18.9K 0.09% 177
2020
Q2 		$513K Sell
2,700
-705
-21% -$126K 0.08% 197
2020
Q1 		$572K Buy
3,405
+51
+2% +$9.34K 0.11% 153
2019
Q4 		$666K Buy
3,354
+66
+2% +$12.4K 0.14% 116
2019
Q3 		$579K Sell
3,288
-12
-0.4% -$2.08K 0.14% 110
2019
Q2 		$577K Sell
3,300
-189
-5% -$32.4K 0.14% 112
2019
Q1 		$602K Sell
3,489
-120
-3% -$21.3K 0.14% 105
2018
Q4 		$620K Sell
3,609
-360
-9% -$61K 0.16% 107
2018
Q3 		$759K Sell
3,969
-2,613
-40% -$464K 0.19% 91
2018
Q2 		$1.05M Buy
6,582
+6,393
+3,383% +$975K 0.32% 65
2018
Q1 		$26K Hold
189
– – 0.01% 395
2017
Q4 		$23K Sell
189
-9,810
-98% -$1.23M 0.01% 392
2017
Q3 		$1.16M Sell
9,999
-9,000
-47% -$981K 0.38% 62
2017
Q2 		$1.98M Sell
18,999
-792
-4% -$76.1K 0.43% 66
2017
Q1 		$1.69M Sell
19,791
-504
-2% -$39.8K 0.36% 83
2016
Q4 		$1.68M Buy
20,295
+1,125
+6% +$82.7K 0.37% 82
2016
Q3 		$1.54M Sell
19,170
-360
-2% -$27.6K 0.4% 75
2016
Q2 		$1.44M Sell
19,530
-657
-3% -$46.2K 0.38% 77
2016
Q1 		$1.4M Hold
20,187
– – 0.44% 64
2015
Q4 		$1.23M Buy
20,187
+819
+4% +$46K 0.34% 84
2015
Q3 		$989K Buy
19,368
+279
+1% +$15.8K 0.29% 93
2015
Q2 		$1.03M Sell
19,089
-9
-0% -$503 0.27% 93
2015
Q1 		$1.07M Buy
19,098
+6,525
+52% +$369K 0.29% 83
2014
Q4 		$739K Buy
12,573
+3,636
+41% +$202K 0.22% 103
2014
Q3 		$459K Buy
8,937
+4,365
+95% +$217K 0.14% 128
2014
Q2 		$209K Buy
+4,572
New +$202K 0.06% 189

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

Perigon Wealth Management's ISRG Position: Q1 2026 in Review

Perigon Wealth Management increased its Intuitive Surgical (ISRG) stake by 2.8% in Q1 2026, buying an estimated $147K and bringing the position to 10,512 shares worth $4.85M. The position accounts for 0.09% of the portfolio, ranked #224.

Perigon Wealth Management first reported a position in ISRG in Q2 2014 and has held it in 47 quarters since. The position peaked at $5.79M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Perigon Wealth Management held 10,512 shares of Intuitive Surgical worth $4.85M as of Q1 2026.
  • Perigon Wealth Management bought 290 Intuitive Surgical shares in Q1 2026, an estimated $147K.
  • Intuitive Surgical made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #224 holding.
  • Perigon Wealth Management first reported a position in Intuitive Surgical in Q2 2014 and has held it in 47 quarters since.
  • Perigon Wealth Management's Intuitive Surgical position peaked at $5.79M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.