Valley Brook Capital Group’s Intuitive Surgical ISRG Stock Holding History

Valley Brook Capital 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	-375	Closed	-$212K	–	119
2025 Q4	$212K	Sell	375 -110	-23%	-$58.6K	0.14%	111
2025 Q3	$217K	Hold	485	–	–	0.15%	111
2025 Q2	$264K	Sell	485 -25	-5%	-$13.1K	0.2%	96
2025 Q1	$253K	Buy	510 +30	+6%	+$16.6K	0.2%	97
2024 Q4	$251K	Hold	480	–	–	0.19%	99
2024 Q3	$236K	Buy	+480	New	+$223K	0.17%	104

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

Valley Brook Capital Group's ISRG Position: Q1 2026 in Review

Valley Brook Capital Group sold out of Intuitive Surgical (ISRG) in Q1 2026, closing a stake of 375 shares — an estimated $212K sold.

Valley Brook Capital Group first reported a position in ISRG in Q3 2024 and held it in 6 quarters. The position peaked at $264K in Q2 2025. 2,306 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Valley Brook Capital Group reported no remaining Intuitive Surgical position as of Q1 2026 after selling out during the quarter.
Valley Brook Capital Group sold 375 Intuitive Surgical shares in Q1 2026, an estimated $212K.
Valley Brook Capital Group first reported a position in Intuitive Surgical in Q3 2024 and held it in 6 quarters.
Valley Brook Capital Group's Intuitive Surgical position peaked at $264K in Q2 2025.
2,306 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Valley Brook Capital Group's 13F filing for Q1 2026, filed 8 May 2026.