Walter & Keenan Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Walter & Keenan Wealth Management’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	$331K	Buy	717 +4	+0.6%	+$2.02K	0.09%	130
2025 Q4	$404K	Buy	713 +69	+11%	+$36.7K	0.11%	118
2025 Q3	$288K	Sell	644 -75	-10%	-$36K	0.08%	135
2025 Q2	$391K	Buy	719 +110	+18%	+$57.5K	0.11%	118
2025 Q1	$302K	Buy	609 +71	+13%	+$39.3K	0.09%	128
2024 Q4	$281K	Sell	538 -9	-2%	-$4.69K	0.08%	129
2024 Q3	$269K	Buy	547 +4	+0.7%	+$1.86K	0.08%	135
2024 Q2	$242K	Hold	543	–	–	0.08%	137
2024 Q1	$217K	Buy	+543	New	+$205K	0.07%	134
2020 Q2	–	Sell	-2,736	Closed	-$418K	–	165
2020 Q1	$418K	Buy	+2,736	New	+$501K	0.17%	67

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

Walter & Keenan Wealth Management's ISRG Position: Q1 2026 in Review

Walter & Keenan Wealth Management increased its Intuitive Surgical (ISRG) stake by 0.56% in Q1 2026, buying an estimated $2.02K and bringing the position to 717 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #130.

Walter & Keenan Wealth Management first reported a position in ISRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $418K in Q1 2020. 2,304 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Walter & Keenan Wealth Management held 717 shares of Intuitive Surgical worth $331K as of Q1 2026.
Walter & Keenan Wealth Management bought 4 Intuitive Surgical shares in Q1 2026, an estimated $2.02K.
Intuitive Surgical made up 0.09% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #130 holding.
Walter & Keenan Wealth Management first reported a position in Intuitive Surgical in Q1 2020 and has held it in 10 quarters since.
Walter & Keenan Wealth Management's Intuitive Surgical position peaked at $418K in Q1 2020.
2,304 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.