Somerset Group’s Intuitive Surgical ISRG Stock Holding History

Somerset 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	$253K	Hold	540	–	–	0.19%	56
2025 Q4	$320K	Hold	540	–	–	0.24%	50
2025 Q3	$242K	Hold	540	–	–	0.19%	55
2025 Q2	$293K	Hold	540	–	–	0.25%	50
2025 Q1	$267K	Hold	540	–	–	0.24%	55
2024 Q4	$282K	Hold	540	–	–	0.26%	54
2024 Q3	$265K	Hold	540	–	–	0.24%	57
2024 Q2	$240K	Hold	540	–	–	0.21%	60
2024 Q1	$216K	Buy	+540	New	+$204K	0.2%	56

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

Somerset Group's ISRG Position: Q1 2026 in Review

Somerset Group held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 540 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #56.

Somerset Group first reported a position in ISRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $320K in Q4 2025. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Somerset Group held 540 shares of Intuitive Surgical worth $253K as of Q1 2026.
Somerset Group left its Intuitive Surgical share count unchanged in Q1 2026.
Intuitive Surgical made up 0.19% of Somerset Group's portfolio in Q1 2026, its #56 holding.
Somerset Group first reported a position in Intuitive Surgical in Q1 2024 and has held it in 9 quarters since.
Somerset Group's Intuitive Surgical position peaked at $320K in Q4 2025.
2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Somerset Group's 13F filing for Q1 2026, filed 13 May 2026.