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Westside Investment Management’s Intuitive Surgical ISRG Stock Holding History

Westside Investment 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 		$298K Buy
660
+397
+151% +$201K 0.05% 247
2025
Q4 		$148K Buy
263
+6
+2% +$3.19K 0.02% 320
2025
Q3 		$113K Buy
257
+124
+93% +$59.5K 0.02% 375
2025
Q2 		$71.6K Buy
133
+124
+1,378% +$64.8K 0.01% 396
2025
Q1 		$4.47K Hold
9
– – ﹤0.01% 792
2024
Q4 		$4.7K Hold
9
– – ﹤0.01% 782
2024
Q3 		$4.06K Hold
9
– – ﹤0.01% 810
2024
Q2 		$4K Buy
+9
New +$3.58K ﹤0.01% 792

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

Westside Investment Management's ISRG Position: Q1 2026 in Review

Westside Investment Management increased its Intuitive Surgical (ISRG) stake by 151% in Q1 2026, buying an estimated $201K and bringing the position to 660 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #247.

Westside Investment Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. 2,303 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Westside Investment Management held 660 shares of Intuitive Surgical worth $298K as of Q1 2026.
  • Westside Investment Management bought 397 Intuitive Surgical shares in Q1 2026, an estimated $201K.
  • Intuitive Surgical made up 0.05% of Westside Investment Management's portfolio in Q1 2026, its #247 holding.
  • Westside Investment Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • 2,303 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.