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Round Rock Advisors’s Intuitive Surgical ISRG Stock Holding History

Round Rock Advisors’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 		– Sell
-499
Closed -$283K – 341
2025
Q4 		$283K Buy
+499
New +$266K 0.04% 276
2025
Q2 		– Sell
-523
Closed -$259K – 221
2025
Q1 		$259K Buy
+523
New +$289K 0.05% 183

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

Round Rock Advisors's ISRG Position: Q1 2026 in Review

Round Rock Advisors sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 499 shares — an estimated $283K sold.

Round Rock Advisors first reported a position in ISRG in Q1 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Round Rock Advisors reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
  • Round Rock Advisors sold 499 Intuitive Surgical shares in Q1 2026, an estimated $283K.
  • Round Rock Advisors first reported a position in Intuitive Surgical in Q1 2025 and held it in 2 quarters.
  • Round Rock Advisors's Intuitive Surgical position peaked at $283K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.