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ISRG icon

Sunbelt Securities’s Intuitive Surgical ISRG Stock Holding History

Sunbelt Securities’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 		$359K Sell
778
-82
-10% -$41.5K 0.02% 484
2025
Q4 		$487K Sell
860
-434
-34% -$231K 0.03% 408
2025
Q3 		$579K Sell
1,294
-46
-3% -$22.1K 0.04% 353
2025
Q2 		$699K Sell
1,340
-57
-4% -$29.8K 0.06% 275
2025
Q1 		$692K Buy
1,397
+57
+4% +$31.5K 0.06% 254
2024
Q4 		$706K Buy
1,340
+161
+14% +$83.9K 0.06% 273
2024
Q3 		$579K Sell
1,179
-344
-23% -$160K 0.06% 321
2024
Q2 		$678K Sell
1,523
-1,134
-43% -$452K 0.07% 257
2024
Q1 		$1.06M Sell
2,657
-123
-4% -$46.5K 0.12% 176
2023
Q4 		$938K Hold
2,780
– – 0.12% 187
2023
Q3 		$813K Buy
2,780
+16
+0.6% +$5K 0.11% 199
2023
Q2 		$945K Sell
2,764
-23
-0.8% -$6.96K 0.14% 168
2023
Q1 		$700K Buy
2,787
+97
+4% +$23.9K 0.11% 201
2022
Q4 		$714K Sell
2,690
-31
-1% -$7.56K 0.14% 179
2022
Q3 		$510K Hold
2,721
– – 0.11% 227
2022
Q2 		$546K Sell
2,721
-146
-5% -$34.3K 0.12% 227
2022
Q1 		$873K Sell
2,867
-259
-8% -$75.7K 0.16% 166
2021
Q4 		$886K Buy
3,126
+345
+12% +$119K 0.14% 169
2021
Q3 		$881K Hold
2,781
– – 0.16% 153
2021
Q2 		$881K Buy
2,781
+39
+1% +$10.9K 0.16% 153
2021
Q1 		$675K Sell
2,742
-72
-3% -$18.1K 0.13% 192
2020
Q4 		$767K Sell
2,814
-84
-3% -$20.9K 0.16% 159
2020
Q3 		$685K Buy
2,898
+15
+0.5% +$3.37K 0.19% 139
2020
Q2 		$548K Sell
2,883
-15
-0.5% -$2.69K 0.19% 143
2020
Q1 		$478K Sell
2,898
-1,575
-35% -$288K 0.02% 230
2019
Q4 		$881K Buy
4,473
+18
+0.4% +$3.37K 0.09% 215
2019
Q3 		$801K Buy
4,455
+1,686
+61% +$292K 0.09% 212
2019
Q2 		$484K Buy
+2,769
New +$474K 0.21% 136

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

Sunbelt Securities's ISRG Position: Q1 2026 in Review

Sunbelt Securities reduced its Intuitive Surgical (ISRG) stake by 9.5% in Q1 2026, selling an estimated $41.5K and leaving 778 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #484.

Sunbelt Securities first reported a position in ISRG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.06M in Q1 2024. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Sunbelt Securities held 778 shares of Intuitive Surgical worth $359K as of Q1 2026.
  • Sunbelt Securities sold 82 Intuitive Surgical shares in Q1 2026, an estimated $41.5K.
  • Intuitive Surgical made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #484 holding.
  • Sunbelt Securities first reported a position in Intuitive Surgical in Q2 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's Intuitive Surgical position peaked at $1.06M in Q1 2024.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.