WI
ISRG icon

Westbourne Investments’s Intuitive Surgical ISRG Stock Holding History

Westbourne 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 		$2.18M Hold
4,725
– – 1.04% 30
2025
Q4 		$2.68M Hold
4,725
– – 1.25% 27
2025
Q3 		$2.52M Sell
4,725
-110
-2% -$52.8K 1.21% 31
2025
Q2 		$2.63M Hold
4,835
– – 1.4% 21
2025
Q1 		$2.39M Hold
4,835
– – 1.44% 16
2024
Q4 		$2.52M Buy
+4,835
New +$2.52M 1.49% 17

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westbourne Investments's ISRG Position: Q1 2026 in Review

Westbourne Investments held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 4,725 shares worth $2.18M. The position accounts for 1.04% of the portfolio, ranked #30.

Westbourne Investments first reported a position in ISRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q4 2025. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Westbourne Investments held 4,725 shares of Intuitive Surgical worth $2.18M as of Q1 2026.
  • Westbourne Investments left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 1.04% of Westbourne Investments's portfolio in Q1 2026, its #30 holding.
  • Westbourne Investments first reported a position in Intuitive Surgical in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Intuitive Surgical position peaked at $2.68M in Q4 2025.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.