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Roundview Capital’s Intuitive Surgical ISRG Stock Holding History

Roundview Capital’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 		$8.79M Buy
19,065
+623
+3% +$315K 0.55% 41
2025
Q4 		$10.4M Buy
18,442
+2,056
+13% +$1.09M 0.64% 34
2025
Q3 		$7.33M Buy
16,386
+2,001
+14% +$960K 0.46% 51
2025
Q2 		$7.82M Buy
14,385
+3,894
+37% +$2.04M 0.52% 45
2025
Q1 		$5.2M Buy
10,491
+178
+2% +$98.4K 0.37% 64
2024
Q4 		$5.38M Buy
10,313
+101
+1% +$52.6K 0.38% 61
2024
Q3 		$5.02M Buy
10,212
+190
+2% +$88.5K 0.36% 70
2024
Q2 		$4.46M Buy
10,022
+29
+0.3% +$11.6K 0.35% 67
2024
Q1 		$3.99M Buy
9,993
+16
+0.2% +$6.05K 0.33% 71
2023
Q4 		$3.37M Buy
9,977
+17
+0.2% +$5.07K 0.31% 73
2023
Q3 		$2.91M Hold
9,960
– – 0.29% 85
2023
Q2 		$3.41M Buy
9,960
+25
+0.3% +$7.56K 0.33% 77
2023
Q1 		$2.54M Buy
9,935
+464
+5% +$114K 0.27% 94
2022
Q4 		$2.51M Hold
9,471
– – 0.29% 89
2022
Q3 		$1.77M Buy
9,471
+76
+0.8% +$16.3K 0.22% 115
2022
Q2 		$1.89M Buy
9,395
+46
+0.5% +$10.8K 0.23% 117
2022
Q1 		$2.82M Buy
9,349
+8
+0.1% +$2.34K 0.29% 90
2021
Q4 		$3.36M Buy
9,341
+5
+0.1% +$1.72K 0.33% 81
2021
Q3 		$3.09M Hold
9,336
– – 0.34% 77
2021
Q2 		$2.86M Buy
9,336
+78
+0.8% +$21.9K 0.32% 81
2021
Q1 		$2.28M Buy
9,258
+45
+0.5% +$11.3K 0.29% 88
2020
Q4 		$2.51M Buy
9,213
+63
+0.7% +$15.6K 0.34% 76
2020
Q3 		$2.16M Sell
9,150
-18
-0.2% -$4.04K 0.34% 74
2020
Q2 		$1.74M Buy
9,168
+75
+0.8% +$13.4K 0.3% 89
2020
Q1 		$1.5M Buy
9,093
+1,284
+16% +$235K 0.32% 85
2019
Q4 		$1.54M Hold
7,809
– – 0.29% 103
2019
Q3 		$1.41M Buy
7,809
+123
+2% +$21.3K 0.3% 98
2019
Q2 		$1.34M Buy
+7,686
New +$1.32M 0.3% 94
2018
Q3 		– Sell
-3,489
Closed -$556K – 219
2018
Q2 		$556K Buy
+3,489
New +$532K 0.15% 158

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

Roundview Capital's ISRG Position: Q1 2026 in Review

Roundview Capital increased its Intuitive Surgical (ISRG) stake by 3.4% in Q1 2026, buying an estimated $315K and bringing the position to 19,065 shares worth $8.79M. The position accounts for 0.55% of the portfolio, ranked #41.

Roundview Capital first reported a position in ISRG in Q2 2018 and has held it in 29 quarters since. The position peaked at $10.4M in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Roundview Capital held 19,065 shares of Intuitive Surgical worth $8.79M as of Q1 2026.
  • Roundview Capital bought 623 Intuitive Surgical shares in Q1 2026, an estimated $315K.
  • Intuitive Surgical made up 0.55% of Roundview Capital's portfolio in Q1 2026, its #41 holding.
  • Roundview Capital first reported a position in Intuitive Surgical in Q2 2018 and has held it in 29 quarters since.
  • Roundview Capital's Intuitive Surgical position peaked at $10.4M in Q4 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.