Wellington Shields Capital Management’s Intuitive Surgical ISRG Stock Holding History

Wellington Shields Capital 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	$3.26M	Sell	7,075 -560	-7%	-$283K	0.49%	47
2025 Q4	$4.32M	Buy	7,635 +560	+8%	+$298K	0.63%	37
2025 Q3	$3.16M	Sell	7,075 -600	-8%	-$288K	0.48%	47
2025 Q2	$4.17M	Hold	7,675	–	–	0.71%	31
2025 Q1	$3.8M	Hold	7,675	–	–	0.69%	35
2024 Q4	$4.01M	Sell	7,675 -200	-3%	-$104K	0.71%	31
2024 Q3	$3.87M	Buy	7,875 +600	+8%	+$279K	0.67%	32
2024 Q2	$3.24M	Buy	+7,275	New	+$2.9M	0.59%	38

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

Wellington Shields Capital Management's ISRG Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its Intuitive Surgical (ISRG) stake by 7.3% in Q1 2026, selling an estimated $283K and leaving 7,075 shares worth $3.26M. The position accounts for 0.49% of the portfolio, ranked #47.

Wellington Shields Capital Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.32M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

Wellington Shields Capital Management held 7,075 shares of Intuitive Surgical worth $3.26M as of Q1 2026.
Wellington Shields Capital Management sold 560 Intuitive Surgical shares in Q1 2026, an estimated $283K.
Intuitive Surgical made up 0.49% of Wellington Shields Capital Management's portfolio in Q1 2026, its #47 holding.
Wellington Shields Capital Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
Wellington Shields Capital Management's Intuitive Surgical position peaked at $4.32M in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.