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Weybosset Research & Management’s Intuitive Surgical ISRG Stock Holding History

Weybosset Research & 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 		$337K Hold
730
– – 0.1% 30
2025
Q4 		$413K Hold
730
– – 0.13% 28
2025
Q3 		$326K Sell
730
-15
-2% -$7.2K 0.11% 31
2025
Q2 		$405K Hold
745
– – 0.14% 29
2025
Q1 		$369K Sell
745
-200
-21% -$111K 0.13% 30
2024
Q4 		$493K Sell
945
-2
-0.2% -$1.04K 0.17% 30
2024
Q3 		$465K Hold
947
– – 0.16% 30
2024
Q2 		$421K Buy
+947
New +$377K 0.16% 29

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

Weybosset Research & Management's ISRG Position: Q1 2026 in Review

Weybosset Research & Management held its Intuitive Surgical (ISRG) position steady in Q1 2026 at 730 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #30.

Weybosset Research & Management first reported a position in ISRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $493K in Q4 2024. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.

  • Weybosset Research & Management held 730 shares of Intuitive Surgical worth $337K as of Q1 2026.
  • Weybosset Research & Management left its Intuitive Surgical share count unchanged in Q1 2026.
  • Intuitive Surgical made up 0.1% of Weybosset Research & Management's portfolio in Q1 2026, its #30 holding.
  • Weybosset Research & Management first reported a position in Intuitive Surgical in Q2 2024 and has held it in 8 quarters since.
  • Weybosset Research & Management's Intuitive Surgical position peaked at $493K in Q4 2024.
  • 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.

Based on Weybosset Research & Management's 13F filing for Q1 2026, filed 16 Apr 2026.