Summit Securities Group’s Intuitive Surgical ISRG Stock Holding History

Summit Securities Group’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	–	Sell	-1,067	Closed	-$604K	–	1215
2025 Q4	$604K	Buy	1,067 +951	+820%	+$506K	0.08%	177
2025 Q3	$51.9K	Buy	+116	New	+$55.7K	0.01%	553
2025 Q2	–	Sell	-3,013	Closed	-$1.49M	–	1251
2025 Q1	$1.49M	Buy	3,013 +2,956	+5,186%	+$1.63M	0.23%	45
2024 Q4	$29.8K	Buy	+57	New	+$29.7K	0.01%	346
2024 Q3	–	Sell	-47	Closed	-$21K	–	718
2024 Q2	$21K	Buy	+47	New	+$18.7K	﹤0.01%	378
2024 Q1	–	Sell	-28	Closed	-$9K	–	688
2023 Q4	$9K	Sell	28 -11	-28%	-$3.28K	﹤0.01%	521
2023 Q3	$11K	Sell	39 -80	-67%	-$25K	﹤0.01%	421
2023 Q2	$41K	Buy	+119	New	+$36K	0.01%	454
2022 Q4	–	Sell	-1,403	Closed	-$263K	–	1251
2022 Q3	$263K	Buy	+1,403	New	+$301K	0.02%	371
2022 Q2	–	Sell	-1,619	Closed	-$488K	–	1090
2022 Q1	$488K	Buy	+1,619	New	+$473K	0.05%	230

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

Summit Securities Group's ISRG Position: Q1 2026 in Review

Summit Securities Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 1,067 shares — an estimated $604K sold.

Summit Securities Group first reported a position in ISRG in Q1 2022 and held it in 10 quarters. The position peaked at $1.49M in Q1 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Summit Securities Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 1,067 Intuitive Surgical shares in Q1 2026, an estimated $604K.
Summit Securities Group first reported a position in Intuitive Surgical in Q1 2022 and held it in 10 quarters.
Summit Securities Group's Intuitive Surgical position peaked at $1.49M in Q1 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.