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Richardson Financial Services’s Intuitive Surgical ISRG Stock Holding History

Richardson Financial Services’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 		$777K Buy
1,685
+27
+2% +$13.7K 0.49% 49
2025
Q4 		$939K Buy
1,658
+142
+9% +$75.6K 0.3% 42
2025
Q3 		$678K Sell
1,516
-10
-0.7% -$4.8K 0.42% 57
2025
Q2 		$821K Buy
1,526
+1,179
+340% +$616K 0.55% 43
2025
Q1 		$172K Buy
347
+30
+9% +$16.6K 0.13% 154
2024
Q4 		$167K Buy
317
+182
+135% +$94.8K 0.12% 155
2024
Q3 		$60.1K Hold
135
– – 0.04% 247
2024
Q2 		$60.1K Buy
135
+20
+17% +$7.97K 0.04% 233
2024
Q1 		$45.9K Buy
+115
New +$43.5K 0.03% 256

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

Richardson Financial Services's ISRG Position: Q1 2026 in Review

Richardson Financial Services increased its Intuitive Surgical (ISRG) stake by 1.6% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,685 shares worth $777K. The position accounts for 0.49% of the portfolio, ranked #49.

Richardson Financial Services first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $939K in Q4 2025. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Richardson Financial Services held 1,685 shares of Intuitive Surgical worth $777K as of Q1 2026.
  • Richardson Financial Services bought 27 Intuitive Surgical shares in Q1 2026, an estimated $13.7K.
  • Intuitive Surgical made up 0.49% of Richardson Financial Services's portfolio in Q1 2026, its #49 holding.
  • Richardson Financial Services first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Intuitive Surgical position peaked at $939K in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.