SF
ISRG icon

Summit Financial’s Intuitive Surgical ISRG Stock Holding History

Summit Financial’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 		$4.45M Sell
9,662
-4,762
-33% -$2.41M 0.06% 344
2025
Q4 		$8.17M Sell
14,424
-38
-0.3% -$20.2K 0.12% 160
2025
Q3 		$6.47M Buy
14,462
+5,626
+64% +$2.7M 0.1% 200
2025
Q2 		$4.8M Buy
8,836
+636
+8% +$333K 0.11% 166
2025
Q1 		$4.06M Sell
8,200
-227
-3% -$126K 0.11% 157
2024
Q4 		$4.4M Buy
8,427
+1,865
+28% +$971K 0.15% 117
2024
Q3 		$3.22M Buy
6,562
+500
+8% +$233K 0.13% 127
2024
Q2 		$2.7M Buy
6,062
+2,450
+68% +$976K 0.12% 118
2024
Q1 		$1.44M Sell
3,612
-140
-4% -$52.9K 0.09% 140
2023
Q4 		$1.27M Buy
3,752
+565
+18% +$168K 0.08% 151
2023
Q3 		$931K Buy
3,187
+665
+26% +$208K 0.07% 168
2023
Q2 		$862K Buy
2,522
+271
+12% +$82K 0.06% 169
2023
Q1 		$575K Buy
2,251
+236
+12% +$58.1K 0.05% 161
2022
Q4 		$535K Buy
+2,015
New +$491K 0.05% 163
2022
Q2 		– Sell
-1,404
Closed -$424K – 241
2022
Q1 		$424K Buy
1,404
+72
+5% +$21K 0.03% 195
2021
Q4 		$479K Buy
1,332
+99
+8% +$34.1K 0.04% 167
2021
Q3 		$409K Buy
+1,233
New +$414K 0.04% 160

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

Summit Financial's ISRG Position: Q1 2026 in Review

Summit Financial reduced its Intuitive Surgical (ISRG) stake by 33% in Q1 2026, selling an estimated $2.41M and leaving 9,662 shares worth $4.45M. The position accounts for 0.06% of the portfolio, ranked #344.

Summit Financial first reported a position in ISRG in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.17M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Summit Financial held 9,662 shares of Intuitive Surgical worth $4.45M as of Q1 2026.
  • Summit Financial sold 4,762 Intuitive Surgical shares in Q1 2026, an estimated $2.41M.
  • Intuitive Surgical made up 0.06% of Summit Financial's portfolio in Q1 2026, its #344 holding.
  • Summit Financial first reported a position in Intuitive Surgical in Q3 2021 and has held it in 17 quarters since.
  • Summit Financial's Intuitive Surgical position peaked at $8.17M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.