Stamos Capital Partners’s Intuitive Surgical ISRG Stock Holding History

Stamos Capital Partners’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	$1.07M	Buy	2,312 +490	+27%	+$248K	0.17%	112
2025 Q4	$1.03M	Buy	1,822 +124	+7%	+$66K	0.17%	120
2025 Q3	$759K	Sell	1,698 -113	-6%	-$54.2K	0.14%	115
2025 Q2	$984K	Buy	1,811 +817	+82%	+$427K	0.18%	114
2025 Q1	$492K	Buy	+994	New	+$550K	0.13%	127
2022 Q3	–	Sell	-1,640	Closed	-$329K	–	190
2022 Q2	$329K	Hold	1,640	–	–	0.1%	95
2022 Q1	$495K	Buy	+1,640	New	+$479K	0.17%	78
2020 Q4	–	Sell	-1,200	Closed	-$284K	–	63
2020 Q3	$284K	Hold	1,200	–	–	0.11%	61
2020 Q2	$228K	Sell	1,200 -5,157	-81%	-$924K	0.13%	51
2020 Q1	$1.05M	Buy	+6,357	New	+$1.16M	0.55%	54

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

Stamos Capital Partners's ISRG Position: Q1 2026 in Review

Stamos Capital Partners increased its Intuitive Surgical (ISRG) stake by 27% in Q1 2026, buying an estimated $248K and bringing the position to 2,312 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #112.

Stamos Capital Partners first reported a position in ISRG in Q1 2020 and has held it in 10 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Stamos Capital Partners held 2,312 shares of Intuitive Surgical worth $1.07M as of Q1 2026.
Stamos Capital Partners bought 490 Intuitive Surgical shares in Q1 2026, an estimated $248K.
Intuitive Surgical made up 0.17% of Stamos Capital Partners's portfolio in Q1 2026, its #112 holding.
Stamos Capital Partners first reported a position in Intuitive Surgical in Q1 2020 and has held it in 10 quarters since.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.