Rosenblum Silverman Sutton’s Intuitive Surgical ISRG Stock Holding History

Rosenblum Silverman Sutton’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	$290K	Hold	629	–	–	0.08%	73
2025 Q4	$356K	Buy	629 +29	+5%	+$15.4K	0.08%	70
2025 Q3	$268K	Hold	600	–	–	0.06%	73
2025 Q2	$326K	Hold	600	–	–	0.08%	67
2025 Q1	$297K	Sell	600 -30	-5%	-$16.6K	0.08%	68
2024 Q4	$329K	Sell	630 -10	-2%	-$5.21K	0.08%	69
2024 Q3	$314K	Sell	640 -55	-8%	-$25.6K	0.08%	70
2024 Q2	$309K	Hold	695	–	–	0.08%	69
2024 Q1	$277K	Sell	695 -15	-2%	-$5.67K	0.08%	70
2023 Q4	$240K	Hold	710	–	–	0.08%	70
2023 Q3	$208K	Hold	710	–	–	0.07%	71
2023 Q2	$243K	Sell	710 -190	-21%	-$57.5K	0.08%	66
2023 Q1	$230K	Hold	900	–	–	0.08%	61
2022 Q4	$239K	Buy	+900	New	+$219K	0.09%	62
2022 Q2	–	Sell	-900	Closed	-$272K	–	75
2022 Q1	$272K	Hold	900	–	–	0.07%	67
2021 Q4	$323K	Hold	900	–	–	0.07%	65
2021 Q3	$298K	Hold	900	–	–	0.07%	63
2021 Q2	$276K	Hold	900	–	–	0.06%	64
2021 Q1	$222K	Hold	900	–	–	0.06%	67
2020 Q4	$245K	Hold	900	–	–	0.06%	65
2020 Q3	$213K	Buy	+900	New	+$202K	0.06%	64

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rosenblum Silverman Sutton's ISRG Position: Q1 2026 in Review

Rosenblum Silverman Sutton held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 629 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #73.

Rosenblum Silverman Sutton first reported a position in ISRG in Q3 2020 and has held it in 21 quarters since. The position peaked at $356K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Rosenblum Silverman Sutton held 629 shares of Intuitive Surgical worth $290K as of Q1 2026.
Rosenblum Silverman Sutton left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.08% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #73 holding.
Rosenblum Silverman Sutton first reported a position in Intuitive Surgical in Q3 2020 and has held it in 21 quarters since.
Rosenblum Silverman Sutton's Intuitive Surgical position peaked at $356K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.