Tiemann Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Tiemann Investment Advisors’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	$804K	Buy	1,743 +5	+0.3%	+$2.53K	0.32%	67
2025 Q4	$984K	Sell	1,738 -50	-3%	-$26.6K	0.38%	57
2025 Q3	$800K	Sell	1,788 -500	-22%	-$240K	0.31%	64
2025 Q2	$1.24M	Sell	2,288 -5	-0.2%	-$2.61K	0.51%	46
2025 Q1	$1.14M	Buy	2,293 +101	+5%	+$55.9K	0.52%	45
2024 Q4	$1.14M	Sell	2,192 -5	-0.2%	-$2.6K	0.51%	45
2024 Q3	$1.08M	Sell	2,197 -150	-6%	-$69.8K	0.47%	48
2024 Q2	$1.04M	Sell	2,347 -100	-4%	-$39.8K	0.46%	47
2024 Q1	$977K	Sell	2,447 -50	-2%	-$18.9K	0.44%	51
2023 Q4	$842K	Sell	2,497 -213	-8%	-$63.5K	0.41%	56
2023 Q3	$792K	Sell	2,710 -105	-4%	-$32.8K	0.42%	54
2023 Q2	$963K	Sell	2,815 -55	-2%	-$16.6K	0.49%	49
2023 Q1	$733K	Hold	2,870	–	–	0.4%	60
2022 Q4	$762K	Sell	2,870 -156	-5%	-$38K	0.45%	56
2022 Q3	$567K	Buy	3,026 +20	+0.7%	+$4.29K	0.37%	61
2022 Q2	$603K	Sell	3,006 -150	-5%	-$35.2K	0.32%	70
2022 Q1	$952K	Sell	3,156 -30	-0.9%	-$8.76K	0.44%	60
2021 Q4	$1.15M	Sell	3,186 -6	-0.2%	-$2.06K	0.48%	54
2021 Q3	$1.06M	Sell	3,192 -75	-2%	-$25.2K	0.5%	52
2021 Q2	$1M	Hold	3,267	–	–	0.47%	57
2021 Q1	$805K	Buy	3,267 +366	+13%	+$92.1K	0.4%	63
2020 Q4	$791K	Buy	2,901 +75	+3%	+$18.6K	0.42%	60
2020 Q3	$668K	Buy	2,826 +1,101	+64%	+$247K	0.41%	62
2020 Q2	$328K	Buy	1,725 +15	+0.9%	+$2.69K	0.22%	112
2020 Q1	$282K	Sell	1,710 -135	-7%	-$24.7K	0.24%	104
2019 Q4	$364K	Sell	1,845 -495	-21%	-$92.7K	0.25%	110
2019 Q3	$421K	Hold	2,340	–	–	0.31%	90
2019 Q2	$409K	Buy	2,340 +60	+3%	+$10.3K	0.3%	92
2019 Q1	$434K	Sell	2,280 -15	-0.7%	-$2.67K	0.33%	87
2018 Q4	$366K	Sell	2,295 -195	-8%	-$33K	0.33%	92
2018 Q3	$476K	Sell	2,490 -45	-2%	-$7.99K	0.36%	72
2018 Q2	$404K	Sell	2,535 -75	-3%	-$11.4K	0.32%	92
2018 Q1	$359K	Buy	2,610 +675	+35%	+$94.2K	0.29%	104
2017 Q4	$235K	Sell	1,935 -1,395	-42%	-$175K	0.19%	149
2017 Q3	$387K	Sell	3,330 -45	-1%	-$4.9K	0.33%	93
2017 Q2	$351K	Hold	3,375	–	–	0.31%	100
2017 Q1	$287K	Hold	3,375	–	–	0.27%	119
2016 Q4	$238K	Hold	3,375	–	–	0.23%	127
2016 Q3	$272K	Sell	3,375 -135	-4%	-$10.3K	0.25%	122
2016 Q2	$258K	Hold	3,510	–	–	0.24%	128
2016 Q1	$234K	Hold	3,510	–	–	0.23%	134
2015 Q4	$213K	Sell	3,510 -810	-19%	-$45.5K	0.22%	146
2015 Q3	$221K	Sell	4,320 -1,125	-21%	-$63.7K	0.24%	136
2015 Q2	$293K	Buy	5,445 +720	+15%	+$40.3K	0.3%	110
2015 Q1	$265K	Buy	4,725 +360	+8%	+$20.4K	0.28%	119
2014 Q4	$257K	Hold	4,365	–	–	0.28%	114
2014 Q3	$224K	Hold	4,365	–	–	0.25%	129
2014 Q2	$200K	Buy	+4,365	New	+$193K	0.22%	141

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

Tiemann Investment Advisors's ISRG Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Intuitive Surgical (ISRG) stake by 0.29% in Q1 2026, buying an estimated $2.53K and bringing the position to 1,743 shares worth $804K. The position accounts for 0.32% of the portfolio, ranked #67.

Tiemann Investment Advisors first reported a position in ISRG in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.24M in Q2 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Tiemann Investment Advisors held 1,743 shares of Intuitive Surgical worth $804K as of Q1 2026.
Tiemann Investment Advisors bought 5 Intuitive Surgical shares in Q1 2026, an estimated $2.53K.
Intuitive Surgical made up 0.32% of Tiemann Investment Advisors's portfolio in Q1 2026, its #67 holding.
Tiemann Investment Advisors first reported a position in Intuitive Surgical in Q2 2014 and has held it in 48 quarters since.
Tiemann Investment Advisors's Intuitive Surgical position peaked at $1.24M in Q2 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.