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Richards, Merrill & Peterson’s Intuitive Surgical ISRG Stock Holding History

Richards, Merrill & Peterson’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
Q2 		$2.51M Buy
6,310
+379
+6% +$166K 0.8% 31
2026
Q1 		$2.73M Buy
5,931
+263
+5% +$133K 1% 23
2025
Q4 		$3.21M Buy
5,668
+912
+19% +$486K 1.23% 18
2025
Q3 		$2.13M Buy
4,756
+1,438
+43% +$690K 0.92% 24
2025
Q2 		$1.8M Buy
3,318
+491
+17% +$257K 0.86% 25
2025
Q1 		$1.4M Buy
2,827
+170
+6% +$94K 0.73% 34
2024
Q4 		$1.39M Buy
+2,657
New +$1.38M 0.72% 34

Other funds holding ISRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Richards, Merrill & Peterson's ISRG Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Intuitive Surgical (ISRG) stake by 6.4% in Q2 2026, buying an estimated $166K and bringing the position to 6,310 shares worth $2.51M. The position accounts for 0.8% of the portfolio, ranked #31.

Richards, Merrill & Peterson first reported a position in ISRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q4 2025. 2,246 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Richards, Merrill & Peterson held 6,310 shares of Intuitive Surgical worth $2.51M as of Q2 2026.
  • Richards, Merrill & Peterson bought 379 Intuitive Surgical shares in Q2 2026, an estimated $166K.
  • Intuitive Surgical made up 0.8% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #31 holding.
  • Richards, Merrill & Peterson first reported a position in Intuitive Surgical in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Intuitive Surgical position peaked at $3.21M in Q4 2025.
  • 2,246 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.