Sun Financial’s Intuitive Surgical ISRG Stock Holding History

Sun 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	–	Sell	-500	Closed	-$283K	–	162
2025 Q4	$283K	Buy	+500	New	+$266K	0.16%	136

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's ISRG Position: Q1 2026 in Review

Sun Financial sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 500 shares — an estimated $283K sold.

Sun Financial first reported a position in ISRG in Q4 2025 and held it in 1 quarter. The position peaked at $283K in Q4 2025. 2,310 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Sun Financial reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Sun Financial sold 500 Intuitive Surgical shares in Q1 2026, an estimated $283K.
Sun Financial first reported a position in Intuitive Surgical in Q4 2025 and held it in 1 quarter.
Sun Financial's Intuitive Surgical position peaked at $283K in Q4 2025.
2,310 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

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