Steel Grove Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Steel Grove Capital Advisors’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	$501K	Sell	1,087 -41	-4%	-$20.7K	0.05%	139
2025 Q4	$639K	Buy	1,128 +178	+19%	+$94.8K	0.07%	109
2025 Q3	$516K	Hold	950	–	–	0.06%	122
2025 Q2	$516K	Buy	+950	New	+$497K	0.06%	123
2025 Q1	–	Sell	-1,015	Closed	-$530K	–	180
2024 Q4	$530K	Sell	1,015 -34	-3%	-$17.7K	0.07%	110
2024 Q3	$503K	Buy	1,049 +40	+4%	+$18.6K	0.07%	115
2024 Q2	$449K	Buy	1,009 +450	+81%	+$179K	0.06%	123
2024 Q1	$223K	Buy	+559	New	+$211K	0.03%	199

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

Steel Grove Capital Advisors's ISRG Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 3.6% in Q1 2026, selling an estimated $20.7K and leaving 1,087 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #139.

Steel Grove Capital Advisors first reported a position in ISRG in Q1 2024 and has held it in 8 quarters since. The position peaked at $639K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Steel Grove Capital Advisors held 1,087 shares of Intuitive Surgical worth $501K as of Q1 2026.
Steel Grove Capital Advisors sold 41 Intuitive Surgical shares in Q1 2026, an estimated $20.7K.
Intuitive Surgical made up 0.05% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #139 holding.
Steel Grove Capital Advisors first reported a position in Intuitive Surgical in Q1 2024 and has held it in 8 quarters since.
Steel Grove Capital Advisors's Intuitive Surgical position peaked at $639K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.