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Robertson Stephens Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Robertson Stephens 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 		$301K Buy
654
+53
+9% +$26.8K 0.01% 514
2025
Q4 		$341K Buy
601
+25
+4% +$13.3K 0.01% 502
2025
Q3 		$258K Sell
576
-160
-22% -$76.8K 0.01% 472
2025
Q2 		$400K Sell
736
-1,337
-64% -$699K 0.01% 409
2025
Q1 		$1.03M Buy
2,073
+1,209
+140% +$669K 0.04% 267
2024
Q4 		$451K Sell
864
-39
-4% -$20.3K 0.02% 376
2024
Q3 		$444K Buy
903
+57
+7% +$26.5K 0.02% 442
2024
Q2 		$376K Buy
846
+119
+16% +$47.4K 0.02% 371
2024
Q1 		$290K Buy
727
+11
+2% +$4.16K 0.02% 429
2023
Q4 		$242K Buy
+716
New +$213K 0.01% 413
2023
Q3 		– Sell
-650
Closed -$222K – 459
2023
Q2 		$222K Buy
+650
New +$197K 0.02% 394
2022
Q2 		– Sell
-681
Closed -$205K – 401
2022
Q1 		$205K Buy
+681
New +$199K 0.02% 369

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

Robertson Stephens Wealth Management's ISRG Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Intuitive Surgical (ISRG) stake by 8.8% in Q1 2026, buying an estimated $26.8K and bringing the position to 654 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #514.

Robertson Stephens Wealth Management first reported a position in ISRG in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Robertson Stephens Wealth Management held 654 shares of Intuitive Surgical worth $301K as of Q1 2026.
  • Robertson Stephens Wealth Management bought 53 Intuitive Surgical shares in Q1 2026, an estimated $26.8K.
  • Intuitive Surgical made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #514 holding.
  • Robertson Stephens Wealth Management first reported a position in Intuitive Surgical in Q1 2022 and has held it in 12 quarters since.
  • Robertson Stephens Wealth Management's Intuitive Surgical position peaked at $1.03M in Q1 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.