West Family Investments’s Intuitive Surgical ISRG Stock Holding History

West Family Investments’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	$436K	Sell	945 -377	-29%	-$191K	0.15%	129
2025 Q4	$749K	Hold	1,322	–	–	0.18%	115
2025 Q3	$591K	Buy	1,322 +25	+2%	+$12K	0.13%	144
2025 Q2	$705K	Buy	1,297 +366	+39%	+$191K	0.18%	116
2025 Q1	$461K	Sell	931 -12	-1%	-$6.64K	0.17%	120
2024 Q4	$492K	Sell	943 -25	-3%	-$13K	0.17%	125
2024 Q3	$476K	Buy	968 +237	+32%	+$110K	0.16%	131
2024 Q2	$325K	Buy	731 +140	+24%	+$55.8K	0.1%	163
2024 Q1	$236K	Buy	+591	New	+$223K	0.07%	223
2022 Q1	–	Sell	-839	Closed	-$301K	–	322
2021 Q4	$301K	Sell	839 -7	-0.8%	-$2.41K	0.08%	204
2021 Q3	$280K	Buy	+846	New	+$284K	0.07%	224

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

West Family Investments's ISRG Position: Q1 2026 in Review

West Family Investments reduced its Intuitive Surgical (ISRG) stake by 29% in Q1 2026, selling an estimated $191K and leaving 945 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #129.

West Family Investments first reported a position in ISRG in Q3 2021 and has held it in 11 quarters since. The position peaked at $749K in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

West Family Investments held 945 shares of Intuitive Surgical worth $436K as of Q1 2026.
West Family Investments sold 377 Intuitive Surgical shares in Q1 2026, an estimated $191K.
Intuitive Surgical made up 0.15% of West Family Investments's portfolio in Q1 2026, its #129 holding.
West Family Investments first reported a position in Intuitive Surgical in Q3 2021 and has held it in 11 quarters since.
West Family Investments's Intuitive Surgical position peaked at $749K in Q4 2025.
2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.