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Stiles Financial Services’s Intuitive Surgical ISRG Stock Holding History

Stiles Financial Services’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 		$2.67M Buy
5,793
+124
+2% +$62.7K 0.82% 41
2025
Q4 		$3.21M Buy
5,669
+163
+3% +$86.8K 0.99% 26
2025
Q3 		$2.46M Buy
5,506
+407
+8% +$195K 0.78% 42
2025
Q2 		$2.77M Buy
5,099
+260
+5% +$136K 0.96% 32
2025
Q1 		$2.4M Buy
4,839
+84
+2% +$46.5K 0.92% 36
2024
Q4 		$2.48M Sell
4,755
-182
-4% -$94.8K 0.9% 35
2024
Q3 		$2.43M Buy
4,937
+57
+1% +$26.5K 0.85% 38
2024
Q2 		$2.17M Sell
4,880
-3
-0.1% -$1.2K 0.84% 40
2024
Q1 		$1.95M Sell
4,883
-70
-1% -$26.5K 0.78% 43
2023
Q4 		$1.67M Sell
4,953
-122
-2% -$36.4K 0.76% 44
2023
Q3 		$1.48M Buy
5,075
+185
+4% +$57.8K 0.77% 43
2023
Q2 		$1.67M Sell
4,890
-150
-3% -$45.4K 0.83% 35
2023
Q1 		$1.29M Sell
5,040
-18
-0.4% -$4.43K 0.69% 47
2022
Q4 		$1.34M Sell
5,058
-193
-4% -$47.1K 0.77% 40
2022
Q3 		$984K Sell
5,251
-50
-0.9% -$10.7K 0.6% 52
2022
Q2 		$1.06M Hold
5,301
– – 0.64% 51
2022
Q1 		$1.6M Buy
5,301
+40
+0.8% +$11.7K 0.8% 37
2021
Q4 		$1.92M Buy
+5,261
New +$1.81M 0.92% 32

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

Stiles Financial Services's ISRG Position: Q1 2026 in Review

Stiles Financial Services increased its Intuitive Surgical (ISRG) stake by 2.2% in Q1 2026, buying an estimated $62.7K and bringing the position to 5,793 shares worth $2.67M. The position accounts for 0.82% of the portfolio, ranked #41.

Stiles Financial Services first reported a position in ISRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.21M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Stiles Financial Services held 5,793 shares of Intuitive Surgical worth $2.67M as of Q1 2026.
  • Stiles Financial Services bought 124 Intuitive Surgical shares in Q1 2026, an estimated $62.7K.
  • Intuitive Surgical made up 0.82% of Stiles Financial Services's portfolio in Q1 2026, its #41 holding.
  • Stiles Financial Services first reported a position in Intuitive Surgical in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Intuitive Surgical position peaked at $3.21M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.