SP
ISRG icon

Stonebrook Private’s Intuitive Surgical ISRG Stock Holding History

Stonebrook Private’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 		$274K Buy
595
+55
+10% +$27.8K 0.06% 175
2025
Q4 		$306K Buy
540
+58
+12% +$30.9K 0.06% 155
2025
Q3 		$216K Sell
482
-59
-11% -$28.3K 0.05% 192
2025
Q2 		$294K Buy
541
+14
+3% +$7.32K 0.07% 157
2025
Q1 		$261K Buy
527
+35
+7% +$19.4K 0.07% 157
2024
Q4 		$257K Buy
492
+35
+8% +$18.2K 0.07% 153
2024
Q3 		$225K Buy
+457
New +$213K 0.06% 162

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

Stonebrook Private's ISRG Position: Q1 2026 in Review

Stonebrook Private increased its Intuitive Surgical (ISRG) stake by 10% in Q1 2026, buying an estimated $27.8K and bringing the position to 595 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #175.

Stonebrook Private first reported a position in ISRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $306K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Stonebrook Private held 595 shares of Intuitive Surgical worth $274K as of Q1 2026.
  • Stonebrook Private bought 55 Intuitive Surgical shares in Q1 2026, an estimated $27.8K.
  • Intuitive Surgical made up 0.06% of Stonebrook Private's portfolio in Q1 2026, its #175 holding.
  • Stonebrook Private first reported a position in Intuitive Surgical in Q3 2024 and has held it in 7 quarters since.
  • Stonebrook Private's Intuitive Surgical position peaked at $306K in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.