SFO
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Stokes Family Office’s Intuitive Surgical ISRG Stock Holding History

Stokes Family Office’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 		$467K Sell
1,012
-146
-13% -$73.9K 0.05% 191
2025
Q4 		$656K Buy
1,158
+153
+15% +$81.5K 0.06% 170
2025
Q3 		$449K Buy
1,005
+5
+0.5% +$2.4K 0.04% 191
2025
Q2 		$543K Buy
1,000
+2
+0.2% +$1.05K 0.06% 158
2025
Q1 		$494K Hold
998
– – 0.06% 159
2024
Q4 		$521K Sell
998
-8
-0.8% -$4.17K 0.06% 159
2024
Q3 		$494K Hold
1,006
– – 0.05% 155
2024
Q2 		$448K Buy
1,006
+41
+4% +$16.3K 0.05% 157
2024
Q1 		$385K Buy
965
+110
+13% +$41.6K 0.05% 168
2023
Q4 		$288K Sell
855
-357
-29% -$106K 0.04% 183
2023
Q3 		$354K Buy
1,212
+59
+5% +$18.4K 0.04% 219
2023
Q2 		$394K Buy
1,153
+37
+3% +$11.2K 0.05% 208
2023
Q1 		$285K Sell
1,116
-814
-42% -$201K 0.04% 229
2022
Q4 		$512K Buy
1,930
+56
+3% +$13.7K 0.07% 161
2022
Q3 		$351K Sell
1,874
-117
-6% -$25.1K 0.05% 187
2022
Q2 		$400K Buy
1,991
+374
+23% +$87.7K 0.05% 179
2022
Q1 		$488K Buy
1,617
+430
+36% +$126K 0.06% 167
2021
Q4 		$426K Buy
1,187
+47
+4% +$16.2K 0.05% 162
2021
Q3 		$378K Buy
1,140
+12
+1% +$4.03K 0.05% 165
2021
Q2 		$346K Buy
1,128
+132
+13% +$37K 0.05% 166
2021
Q1 		$245K Sell
996
-3
-0.3% -$755 0.04% 177
2020
Q4 		$272K Buy
999
+9
+0.9% +$2.23K 0.05% 142
2020
Q3 		$234K Buy
+990
New +$222K 0.05% 135

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

Stokes Family Office's ISRG Position: Q1 2026 in Review

Stokes Family Office reduced its Intuitive Surgical (ISRG) stake by 13% in Q1 2026, selling an estimated $73.9K and leaving 1,012 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #191.

Stokes Family Office first reported a position in ISRG in Q3 2020 and has held it in 23 quarters since. The position peaked at $656K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Stokes Family Office held 1,012 shares of Intuitive Surgical worth $467K as of Q1 2026.
  • Stokes Family Office sold 146 Intuitive Surgical shares in Q1 2026, an estimated $73.9K.
  • Intuitive Surgical made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #191 holding.
  • Stokes Family Office first reported a position in Intuitive Surgical in Q3 2020 and has held it in 23 quarters since.
  • Stokes Family Office's Intuitive Surgical position peaked at $656K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.