Sargent Investment Group’s Intuitive Surgical ISRG Stock Holding History

Sargent Investment Group’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	$1.26M	Buy	2,726 +180	+7%	+$91.1K	0.17%	104
2025 Q4	$1.44M	Buy	+2,546	New	+$1.36M	0.18%	92
2025 Q3	–	Sell	-2,290	Closed	-$1.09M	–	173
2025 Q2	$1.09M	Buy	2,290 +1,706	+292%	+$892K	0.15%	94
2025 Q1	$289K	Sell	584 -40	-6%	-$22.1K	0.05%	195
2024 Q4	$337K	Buy	624 +15	+2%	+$7.81K	0.06%	173
2024 Q3	$299K	Buy	609 +8	+1%	+$3.72K	0.05%	165
2024 Q2	$267K	Buy	+601	New	+$239K	0.05%	173

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

Sargent Investment Group's ISRG Position: Q1 2026 in Review

Sargent Investment Group increased its Intuitive Surgical (ISRG) stake by 7.1% in Q1 2026, buying an estimated $91.1K and bringing the position to 2,726 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #104.

Sargent Investment Group first reported a position in ISRG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sargent Investment Group held 2,726 shares of Intuitive Surgical worth $1.26M as of Q1 2026.
Sargent Investment Group bought 180 Intuitive Surgical shares in Q1 2026, an estimated $91.1K.
Intuitive Surgical made up 0.17% of Sargent Investment Group's portfolio in Q1 2026, its #104 holding.
Sargent Investment Group first reported a position in Intuitive Surgical in Q2 2024 and has held it in 7 quarters since.
Sargent Investment Group's Intuitive Surgical position peaked at $1.44M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.