SN
ISRG icon

Sittner & Nelson’s Intuitive Surgical ISRG Stock Holding History

Sittner & Nelson’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 		$428K Hold
929
– – 0.16% 106
2025
Q4 		$453K Buy
929
+18
+2% +$9.58K 0.16% 99
2025
Q3 		$407K Hold
911
– – 0.15% 98
2025
Q2 		$495K Hold
911
– – 0.2% 79
2025
Q1 		$451K Hold
911
– – 0.19% 83
2024
Q4 		$476K Sell
911
-23
-2% -$12K 0.21% 75
2024
Q3 		$459K Sell
934
-25
-3% -$11.6K 0.21% 73
2024
Q2 		$427K Hold
959
– – 0.21% 71
2024
Q1 		$383K Hold
959
– – 0.19% 78
2023
Q4 		$324K Sell
959
-150
-14% -$44.7K 0.17% 85
2023
Q3 		$324K Hold
1,109
– – 0.19% 81
2023
Q2 		$379K Buy
1,109
+41
+4% +$12.4K 0.21% 78
2023
Q1 		$273K Sell
1,068
-401
-27% -$98.8K 0.16% 99
2022
Q4 		$390K Hold
1,469
– – 0.24% 77
2022
Q3 		$275K Buy
1,469
+275
+23% +$59.1K 0.18% 89
2022
Q2 		$240K Hold
1,194
– – 0.16% 97
2022
Q1 		$360K Sell
1,194
-21
-2% -$6.13K 0.21% 77
2021
Q4 		$437K Hold
1,215
– – 0.25% 66
2021
Q3 		$403K Hold
1,215
– – 0.26% 66
2021
Q2 		$372K Hold
1,215
– – 0.26% 66
2021
Q1 		$299K Hold
1,215
– – 0.22% 70
2020
Q4 		$331K Buy
+1,215
New +$302K 0.3% 65

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

Sittner & Nelson's ISRG Position: Q1 2026 in Review

Sittner & Nelson held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 929 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #106.

Sittner & Nelson first reported a position in ISRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $495K in Q2 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sittner & Nelson held 929 shares of Intuitive Surgical worth $428K as of Q1 2026.
  • Sittner & Nelson left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.16% of Sittner & Nelson's portfolio in Q1 2026, its #106 holding.
  • Sittner & Nelson first reported a position in Intuitive Surgical in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Intuitive Surgical position peaked at $495K in Q2 2025.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.