Salomon & Ludwin’s Intuitive Surgical ISRG Stock Holding History

Salomon & Ludwin’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	$114K	Buy	253 +28	+12%	+$14.2K	0.01%	223
2025 Q4	$127K	Buy	225 +35	+18%	+$18.6K	0.01%	201
2025 Q3	$85.9K	Buy	190 +147	+342%	+$70.5K	0.01%	257
2025 Q2	$23.2K	Sell	43 -2	-4%	-$1.05K	﹤0.01%	364
2025 Q1	$22.3K	Hold	45	–	–	﹤0.01%	348
2024 Q4	$23.5K	Sell	45 -2	-4%	-$1.04K	﹤0.01%	331
2024 Q3	$23.1K	Sell	47 -2	-4%	-$931	﹤0.01%	350
2024 Q2	$21.8K	Sell	49 -2	-4%	-$797	﹤0.01%	354
2024 Q1	$20.4K	Sell	51 -9	-15%	-$3.4K	﹤0.01%	465
2023 Q4	$17.5K	Hold	60	–	–	﹤0.01%	431
2023 Q3	$17.5K	Buy	+60	New	+$18.7K	﹤0.01%	430
2020 Q2	–	Sell	-75	Closed	-$12K	–	140
2020 Q1	$12K	Hold	75	–	–	﹤0.01%	156
2019 Q4	$15K	Hold	75	–	–	﹤0.01%	161
2019 Q3	$13K	Hold	75	–	–	﹤0.01%	150
2019 Q2	$13K	Hold	75	–	–	﹤0.01%	143
2019 Q1	$14K	Hold	75	–	–	﹤0.01%	141
2018 Q4	$12K	Buy	+75	New	+$12.7K	﹤0.01%	145

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

Salomon & Ludwin's ISRG Position: Q1 2026 in Review

Salomon & Ludwin increased its Intuitive Surgical (ISRG) stake by 12% in Q1 2026, buying an estimated $14.2K and bringing the position to 253 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #223.

Salomon & Ludwin first reported a position in ISRG in Q4 2018 and has held it in 17 quarters since. The position peaked at $127K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Salomon & Ludwin held 253 shares of Intuitive Surgical worth $114K as of Q1 2026.
Salomon & Ludwin bought 28 Intuitive Surgical shares in Q1 2026, an estimated $14.2K.
Intuitive Surgical made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #223 holding.
Salomon & Ludwin first reported a position in Intuitive Surgical in Q4 2018 and has held it in 17 quarters since.
Salomon & Ludwin's Intuitive Surgical position peaked at $127K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.