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Richard W. Paul & Associates’s Intuitive Surgical ISRG Stock Holding History

Richard W. Paul & 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 		$745K Sell
1,616
-3
-0.2% -$1.52K 0.25% 102
2025
Q4 		$917K Buy
1,619
+27
+2% +$14.4K 0.3% 93
2025
Q3 		$712K Buy
1,592
+151
+10% +$72.5K 0.24% 96
2025
Q2 		$783K Buy
1,441
+17
+1% +$8.89K 0.28% 89
2025
Q1 		$705K Buy
1,424
+7
+0.5% +$3.87K 0.28% 91
2024
Q4 		$740K Buy
1,417
+20
+1% +$10.4K 0.27% 100
2024
Q3 		$686K Sell
1,397
-286
-17% -$133K 0.25% 109
2024
Q2 		$749K Buy
1,683
+68
+4% +$27.1K 0.29% 95
2024
Q1 		$645K Sell
1,615
-33
-2% -$12.5K 0.26% 101
2023
Q4 		$556K Sell
1,648
-52
-3% -$15.5K 0.23% 108
2023
Q3 		$497K Sell
1,700
-32
-2% -$9.99K 0.23% 100
2023
Q2 		$592K Sell
1,732
-181
-9% -$54.8K 0.26% 103
2023
Q1 		$489K Buy
1,913
+171
+10% +$42.1K 0.23% 105
2022
Q4 		$462K Buy
+1,742
New +$425K 0.23% 101

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

Richard W. Paul & Associates's ISRG Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its Intuitive Surgical (ISRG) stake by 0.19% in Q1 2026, selling an estimated $1.52K and leaving 1,616 shares worth $745K. The position accounts for 0.25% of the portfolio, ranked #102.

Richard W. Paul & Associates first reported a position in ISRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $917K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Richard W. Paul & Associates held 1,616 shares of Intuitive Surgical worth $745K as of Q1 2026.
  • Richard W. Paul & Associates sold 3 Intuitive Surgical shares in Q1 2026, an estimated $1.52K.
  • Intuitive Surgical made up 0.25% of Richard W. Paul & Associates's portfolio in Q1 2026, its #102 holding.
  • Richard W. Paul & Associates first reported a position in Intuitive Surgical in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Intuitive Surgical position peaked at $917K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.