Schrum Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Schrum Private Wealth Management’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	$968K	Buy	2,100 +31	+1%	+$15.7K	0.74%	39
2025 Q4	$1.17M	Hold	2,069	–	–	0.87%	31
2025 Q3	$925K	Hold	2,069	–	–	0.68%	39
2025 Q2	$1.12M	Hold	2,069	–	–	0.9%	29
2025 Q1	$1.02M	Sell	2,069 -100	-5%	-$55.3K	0.9%	30
2024 Q4	$1.13M	Sell	2,169 -569	-21%	-$296K	0.96%	30
2024 Q3	$1.35M	Buy	2,738 +169	+7%	+$78.7K	0.7%	37
2024 Q2	$1.14M	Hold	2,569	–	–	1.03%	28
2024 Q1	$1.03M	Buy	2,569 +950	+59%	+$359K	0.93%	30
2023 Q4	$546K	Sell	1,619 -900	-36%	-$268K	0.78%	36
2023 Q3	$736K	Hold	2,519	–	–	0.84%	34
2023 Q2	$861K	Sell	2,519 -100	-4%	-$30.3K	0.93%	30
2023 Q1	$669K	Sell	2,619 -150	-5%	-$37K	0.77%	37
2022 Q4	$735K	Hold	2,769	–	–	0.87%	31
2022 Q3	$518K	Hold	2,769	–	–	0.65%	44
2022 Q2	$556K	Hold	2,769	–	–	0.63%	46
2022 Q1	$728K	Buy	2,769 +750	+37%	+$219K	0.73%	41
2021 Q4	$725K	Buy	+2,019	New	+$695K	0.66%	43

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

Schrum Private Wealth Management's ISRG Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Intuitive Surgical (ISRG) stake by 1.5% in Q1 2026, buying an estimated $15.7K and bringing the position to 2,100 shares worth $968K. The position accounts for 0.74% of the portfolio, ranked #39.

Schrum Private Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Schrum Private Wealth Management held 2,100 shares of Intuitive Surgical worth $968K as of Q1 2026.
Schrum Private Wealth Management bought 31 Intuitive Surgical shares in Q1 2026, an estimated $15.7K.
Intuitive Surgical made up 0.74% of Schrum Private Wealth Management's portfolio in Q1 2026, its #39 holding.
Schrum Private Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Intuitive Surgical position peaked at $1.35M in Q3 2024.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.